Seasonal Client Concierge & Scheduler

SupportFinity™; San Francisco (CA); On-site; USD 15,153 - 37,195; Full time

Benefits offered by this job

Employee Assistance Program

Wellbeing program

Neurodiversity and caregiver support

Discounts on everyday items

Eligibility for Medical Coverage

401(k) Retirement Savings Plan

Employee Stock Purchase Plan

Job summary

SupportFinity™ in San Francisco is hiring a Seasonal Client Service Professional/Receptionist to greet clients, ensure their satisfaction, and schedule appointments with tax professionals. You will work in a fast-paced environment and maintain office cleanliness.

The ideal candidate should have customer service experience, good organizational skills, and proficiency in Microsoft Office. This position offers a range of employee benefits and ensures compliance with local wage laws.

Qualifications

• Prior experience in a customer service environment required.
• Ability to multi-task and work in a fast-paced environment.
• Strong organizational and time-management skills are essential.

Responsibilities

• Greet clients in a friendly manner and answer phones.
• Match clients with suitable tax professionals for their needs.
• Schedule client appointments according to preferences.
• Ensure client needs are met in person, over the phone, or virtually.
• Maintain cleanliness and organization of the office.

Skills

Customer service experience

Multi-tasking ability

Organizational skills

Microsoft Office proficiency

Education

High school diploma or equivalent

Job description

SupportFinity™ in San Francisco is hiring a Seasonal Client Service Professional/Receptionist to greet clients, ensure their satisfaction, and schedule appointments with tax professionals. You will work in a fast-paced environment and maintain office cleanliness.

The ideal candidate should have customer service experience, good organizational skills, and proficiency in Microsoft Office. This position offers a range of employee benefits and ensures compliance with local wage laws.