Seasonal Client Success Associate – In-Office Support

Hood CPAs; California (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 through April 30, 2027. The role focuses on onboarding, ongoing member relationships, and resolving basic inquiries with a client-first approach.

You will manage records, support portal access, and coordinate administrative tasks while contributing to service improvements in a fast-paced, collaborative environment.

Qualifications

• High school diploma or equivalent required; associates degree preferred.
• One year experience in customer service or administrative support.
• Data entry or call center experience strongly preferred.
• Basic proficiency with Microsoft Office and ability to learn new technology systems.
• Experience in professional services, financial services, accounting, or tax environment preferred.
• Experience using CRM, ticketing, or client management systems preferred.

Responsibilities

• Respond to routine client inquiries with timely updates and support.
• Manage client requests, ticket queues, and elevate 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

Administrative support

Front desk

Data entry

Call center

Microsoft Office

Education

High school diploma or equivalent

Associates degree or coursework in business/communications

Tools

CRM systems

Ticketing systems

Job description

PaulHood is seeking a Seasonal Client Success Representative I to support in-office members from December 8, 2026 through April 30, 2027. The role focuses on onboarding, ongoing member relationships, and resolving basic inquiries with a client-first approach.

You will manage records, support portal access, and coordinate administrative tasks while contributing to service improvements in a fast-paced, collaborative environment.