Seasonal Client Success Associate – In-Office

PaulHood; Mexico (MO); On-site; USD 25,000 - 28,000; Part time

Benefits offered by this job

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Job summary

PaulHood is seeking a Seasonal Client Success Representative I to support in-office members from December 8, 2026 to April 30, 2027. The role focuses on onboarding, maintaining member relationships, and ensuring members experience value at every touchpoint.

You will handle routine inquiries, assist with onboarding, and help connect clients with additional services aligned to their goals. The ideal candidate has customer service experience and a proactive, detail-oriented mindset.

Qualifications

• High school diploma or equivalent required; an associates degree or coursework in business, communications, or a related field preferred.
• One year experience in customer service, administrative support, front desk, or a related role required.
• Data entry or call center experience is strongly preferred.
• Basic proficiency with Microsoft Office and the ability to learn new technology systems is required.
• Experience in professional services, financial services, accounting, legal, healthcare or tax environment is preferred.
• Experience using CRM, ticketing, or client management systems is preferred.

Responsibilities

• Respond to routine client inquiries and provide timely updates and support.
• Manage client requests, ticket queues, and escalate complex issues as needed.
• Collect, review, and track client documentation to ensure completeness.
• Support client onboarding, portal access, and technology-related questions.
• Maintain accurate client records and update CRM systems.
• Monitor assigned client statuses and follow up on outstanding items.
• Assist with tax season campaigns, payment follow-up, and operational initiatives.
• Coordinate meetings and process administrative requests.
• Support office operations, including mail, supplies, payroll, and check processing.
• Maintain front desk coverage, visitor tracking, and client survey administration.
• Prepare workspaces for new employees and support office preparedness activities.
• Contribute to process improvements that enhance client service and operational efficiency.

Skills

Customer service

Onboarding

CRM systems

Microsoft Office

Education

High school diploma

Associates degree preferred

Tools

Ticketing system

Job description

PaulHood is seeking a Seasonal Client Success Representative I to support in-office members from December 8, 2026 to April 30, 2027. The role focuses on onboarding, maintaining member relationships, and ensuring members experience value at every touchpoint.

You will handle routine inquiries, assist with onboarding, and help connect clients with additional services aligned to their goals. The ideal candidate has customer service experience and a proactive, detail-oriented mindset.