Onsite Client Care Advocate

TaxRise Inc.; Irvine (CA); On-site; USD 33,000 - 34,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

401(k) retirement plan with company 
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Professional Development Program

On-site gym and gaming lounge

Catered team lunches every Friday

Team outings

Job summary

TaxRise Inc. is seeking a Client Care Representative for a 100% onsite role in Irvine, CA. You will be the first point of contact for clients, handling a high volume of inbound calls with professionalism and empathy, while guiding clients through documentation and next steps.

The position offers a structured environment, with defined service levels and a substantial monthly bonus potential. The ideal candidate has 3–5 years in customer service or call center work, excellent written and verbal

Qualifications

• 3-5 years of experience in customer service, client support, call center
• Strong written and verbal communication skills
• Experience in a CRM or ticketing system is a plus

Responsibilities

• Serve as the primary client point of contact, managing a high volume of inbound calls with professionalism
• Aim for first-call resolution while ensuring accuracy and compliance
• Respond to client emails, texts, and live chats within service levels and guide on required documentation

Skills

Customer service

Call center

CRM systems

Tools

CRM software

Job description

TaxRise Inc. is seeking a Client Care Representative for a 100% onsite role in Irvine, CA. You will be the first point of contact for clients, handling a high volume of inbound calls with professionalism and empathy, while guiding clients through documentation and next steps.

The position offers a structured environment, with defined service levels and a substantial monthly bonus potential. The ideal candidate has 3–5 years in customer service or call center work, excellent written and verbal