Seasonal Client Success Rep – In-Office Support

Hood CPAs; Muskogee (OK); Vor Ort; USD 25.000 - 28.000; Vollzeit

Benefits dieser Stelle

Stock options

Zusammenfassung

PaulHood in Muskogee, OK is seeking Seasonal Client Success Representatives I to support in-office members from December 8, 2026 through April 30, 2027. The role focuses on onboarding, relationship maintenance, and ensuring members perceive ongoing value through every touchpoint.

You will resolve basic issues, assist with inquiries, and connect members with additional services aligned to their goals, while thriving in a fast-paced, collaborative team environment.

Qualifikationen

• High school diploma or equivalent required; an associates degree or coursework in business, communications, or related field preferred.
• One year experience in customer service, administrative support, front desk, or related role required.
• Data entry or call center experience strongly preferred.
• Basic proficiency with Microsoft Office and 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.

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

Administrative support

Front desk

Data entry

Microsoft Office

Technology aptitude

Ausbildung

High school diploma or equivalent

Associates degree or coursework in business/communications

Tools

CRM systems

Ticketing systems

Jobbeschreibung

PaulHood in Muskogee, OK is seeking Seasonal Client Success Representatives I to support in-office members from December 8, 2026 through April 30, 2027. The role focuses on onboarding, relationship maintenance, and ensuring members perceive ongoing value through every touchpoint.

You will resolve basic issues, assist with inquiries, and connect members with additional services aligned to their goals, while thriving in a fast-paced, collaborative team environment.