Customer Service Representative III

Optima Tax Relief, LLC; Santa Ana (CA); Hybrid; USD 25,000 - 26,000; Full time

Job summary

Optima Tax Relief, LLC is seeking a Customer Service Representative II for our Santa Ana, CA office. You will handle inbound client calls, provide status updates, and coordinate with Case Managers and Tax Preparers to ensure timely, accurate responses while upholding Optima’s standards and compliance.

The role emphasizes active listening, professional communication, and teamwork in a high-volume environment.

Qualifications

• High school diploma or equivalent required; 2+ years' experience preferred.
• Excellent communication, both written and verbal.
• Typing speed of at least 35 WPM and proficient with Microsoft Office.

Responsibilities

• Answer inbound client calls for status updates.
• Collect documents required to service a client's case.
• Coordinate with Case Manager or Tax Preparer.
• Provide first-call resolution and professional service.
• Complete required onsite training as needed.

Skills

Interpersonal communication

Written communication

Typing 35 WPM

Team player

Strong work ethic

Education

High school diploma or equivalent

Tools

Microsoft Office

Outlook

Job description

# Customer Service Representative IIIFlex CA Office - Santa Ana, CA 92707## OverviewSalary Range$18.00 - $19.00 HourlyPosition TypeFull TimeJob ShiftDayCategoryAdmin - Clerical## Description| | | | | | || --- | --- | --- | --- | --- | --- || **POSITION SUMMARY** | | | | | || The Customer Service Representative III for Optima Tax Relief, LLC (“Optima”) is located in the Santa Ana, California office and reports to the Customer Service III Team Lead. The Customer Service Team aims to provide Optima clients with an excellent experience to continue to build value and confidence in the Optima brand. The ultimate goal is to enhance client satisfaction and build relationships with Optima’s clients. To this end, the Customer Service Team treats each customer in a professional, courteous, respectful, and ethical manner. Team members are trained to actively listen to the client's needs and to respond appropriately. All this is done while ensuring compliance with federal/state disclosure requirements and explanatory statements. This role is relied upon to answer inbound calls from clients for status updates. The incumbent will communicate in an open, helpful, and engaging tone to answer clients' frequently asked questions. Additionally, this position will work with various teams to address client concerns in a high-volume professional environment. This role must also champion Optima’s culture and Core Values and help to deliver the best customer experience. | | | | | || | | | | | || **ESSENTIAL DUTIES & RESPONSIBILITIES The essential functions include, but are not limited to the following:** | | | | | || * Collect on outstanding document requests required to properly service a client’s case. | | | | | || * Respond to inquiries from existing clients and receive inbound calls for status updates. | | | | | || * Act as liaison between client and the Case Manager or the Tax Preparer assigned. | | | | | || * Use time management skills to prioritize daily workload and calls received. | | | | | || * Provide outstanding customer service through first call resolution. | | | | | || * Other duties as assigned. | | | | | || *In order to be provided the essential training required to be successful in this role, it is mandatory that you are present for and complete all essential/initial training onsite for up to 5 business days (unless prior management approval is provided). Please note that additional onsite training may be required depending on business need.* | | | | | |## Qualifications| | | | | | || --- | --- | --- | --- | --- | --- || **EDUCATION AND EXPERIENCE REQUIREMENTS** | | | | | || High school diploma or equivalent education required. | | | | | || 2 plus years' relevant experience preferred. | | | | | || **KNOWLEDGE, SKILLS,& ABILITIES** | | | | | || A positive mindset and \"get-it-done\" attitude. | | | | | || Strong interpersonal, written and verbal communication skills. | | | | | || Type a minimum of 35 WPM. | | | | | || Strong work ethic and commitment to excellence. | | | | | || Client focus, high sense of urgency, and professionalism. | | | | | || Proficient and comfortable with office equipment (Computer skills – Microsoft Office, Outlook). | | | | | || Team player. | | | | | |