Seasonal Client Success Rep – In-Office (Dec–Apr)

PaulHood; Overland Park (KS); Vor Ort; USD 25.000 - 28.000; Vollzeit

Zusammenfassung

PaulHood is seeking a Seasonal Client Success Representative I for in-office support in Overland Park, KS. You will assist with onboarding, maintain member relationships, and ensure clients see value at every touchpoint during the December 8, 2026 through April 30, 2027 period.

The role favors candidates with 1 year in customer service or administrative roles, strong communication, and a willingness to learn. You’ll work in a fast-paced team, handle inquiries, and support office operations.

Qualifikationen

• 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 a professional services, financial services, accounting, legal, healthcare or tax environment is preferred.
• Experience using CSM, ticketing, or client management systems is preferred.

Aufgaben

• Respond to routine client inquiries and provide 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.

Kenntnisse

Customer service

Communication

Detail oriented

Team player

Ausbildung

High school diploma or equivalent

Associates degree or coursework in business/communications

Tools

CSM systems

Ticketing systems

Client management systems

Microsoft Office

Jobbeschreibung

PaulHood is seeking a Seasonal Client Success Representative I for in-office support in Overland Park, KS. You will assist with onboarding, maintain member relationships, and ensure clients see value at every touchpoint during the December 8, 2026 through April 30, 2027 period.

The role favors candidates with 1 year in customer service or administrative roles, strong communication, and a willingness to learn. You’ll work in a fast-paced team, handle inquiries, and support office operations.