Customer Service Representative III

Optima Tax Relief; Santa Ana (CA); On-site; USD 42,000 - 54,000; Full time

Job summary

Optima Tax Relief seeks a Customer Service Representative III to join our Santa Ana, CA office. You will handle inbound calls, collect on document requests, and coordinate with Case Managers and Tax Preparers to resolve client inquiries with accuracy and courtesy.

Ideal candidates bring strong written and verbal communication, a professional demeanor, and the ability to manage time effectively in a fast-paced setting.

Qualifications

• High school diploma or equivalent required.
• 2+ years' relevant experience preferred.
• Strong written and verbal communication skills.

Responsibilities

• 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.

Skills

Interpersonal skills

Communication

Typing 35 WPM

Team player

Work ethic

Education

High school diploma or equivalent

Tools

Microsoft Office

Outlook

Job description

POSITION SUMMARYThe 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 & RESPONSIBILITIESThe 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.EDUCATION AND EXPERIENCE REQUIREMENTSHigh school diploma or equivalent education required.2 plus years' relevant experience preferred.KNOWLEDGE, SKILLS,& ABILITIESA 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.