Client Services Associate | Tax & Client Experience

Jackson Hewitt - 3561; Mitchell (SD); On-site; USD 30,000 - 40,000; Full time

Benefits offered by this job

Health or wellness benefits

Corporate discount program

Opportunities for advancement within,

Free tax preparation training and PTIN

Free continuing tax education

Enrolled Agent materials and testing

Discounted Friends and Family tax

Job summary

Jackson Hewitt - 3561 in Mitchell, SD is hiring a Client Service Associate to greet clients and ensure a positive experience in our welcoming office. You will play a key role in building relationships and supporting daily operations.

You will confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times while you learn tax basics through our training and PTIN registration.

Qualifications

• Strong interpersonal and communication abilities.
• Experience in customer-facing roles is advantageous.
• Ability to work in a fast-paced retail environment.

Responsibilities

• Engage with clients to provide excellent service.
• Confirm appointments and manage scheduling with customers.
• Follow up with past and potential clients to maintain engagement.
• Distribute marketing materials to customers and staff.
• Keep clients engaged and informed during wait times.

Skills

Interpersonal skills

Communication skills

Customer service

Sales experience

Retail experience

Tools

Basic computer proficiency

Job description

Jackson Hewitt - 3561 in Mitchell, SD is hiring a Client Service Associate to greet clients and ensure a positive experience in our welcoming office. You will play a key role in building relationships and supporting daily operations.

You will confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times while you learn tax basics through our training and PTIN registration.