Client Support Specialist - RefundAssure

ThinkTank, LLC; United States; Remote; USD 40,000 - 60,000; Full time

Job summary

A leading company is seeking a Client Support Specialist to assist self-employed individuals with tax refunds through the Self-Employment Tax Credit program. The role involves guiding clients through the application process, ensuring eligibility, and providing exceptional customer support. Join a dedicated team that is committed to making a difference and supports flexible remote work options.

Benefits

Flexible remote work

Comprehensive training

Competitive compensation

Qualifications

• Previous experience in customer service or client support preferred.
• Excellent verbal and written communication skills.
• Strong organizational skills and attention to detail.

Responsibilities

• Provide excellent customer service via various communication channels.
• Assess client eligibility for the SETC program.
• Guide clients in gathering and submitting documentation securely.

Skills

Customer Service

Communication

Attention to Detail

Tech Savvy

Empathy

Job description

Client Support Specialist - RefundAssure

Program: RefundAssure

About Us:
RefundAssure is dedicated to helping self-employed individuals secure substantial government refunds through the Self-Employment Tax Credit (SETC) program. We offer a streamlined, user-friendly platform and collaborate with top-tier legal and accounting professionals to ensure our clients receive the maximum refunds they deserve. Join our team and be part of a mission to provide financial relief to those who need it most.

Role Overview:
As a Client Support Specialist, you will play a crucial role in assisting self-employed individuals through the tax refund process. You will be responsible for guiding clients, verifying eligibility, collecting necessary documentation, and ensuring a smooth and efficient application process. Your goal is to provide exceptional support and ensure clients receive their maximum eligible refunds quickly.

Key Responsibilities:

• Client Interaction: Provide excellent customer service via face to face, phone, email, and chat, addressing client inquiries and concerns promptly.
• Eligibility Verification: Assess client eligibility for the SETC program based on provided information and documentation.
• Documentation Collection: Guide clients in gathering and submitting the necessary tax and COVID-related documents securely.
• Application Processing: Assist clients in completing their applications accurately and submit them for review by our legal and accounting partners.
• Follow-Up: Keep clients informed about the status of their applications and provide updates as needed.
• Compliance: Ensure all client interactions and documentation adhere to RefundAssure’s policies and federal program guidelines.
• Problem Resolution: Address any issues or discrepancies in the application process, working with clients and internal teams to resolve them.

Qualifications:

• Experience: Previous experience in customer service, client support, or a related field preferred.
• Communication Skills: Excellent verbal and written communication skills, with the ability to explain complex processes in simple terms.
• Attention to Detail: Strong organizational skills and attention to detail to ensure accurate and complete documentation.
• Tech Savvy: Comfortable using online platforms and tools for communication, documentation, and application processing.
• Empathy: Ability to empathize with clients and provide supportive, patient assistance.

What We Offer:

• Remote Work: Flexibility to work from anywhere.
• Training: Comprehensive training on the SETC program, fraud prevention, and documentation processes.
• Supportive Team: Join a dedicated team committed to making a difference.
• Competitive Compensation: Attractive performance-based compensation and incentives.

How to Apply: If you are passionate about helping others and meet the qualifications, we encourage you to apply. Submit your resume and a cover letter outlining your experience and why you are a good fit for this role by Applying here.

Join RefundAssure and be a part of a team that is transforming lives by securing much-needed financial relief for self-employed individuals. Apply now!