Position: Client Services


Apply ONLINE




The Client Service Professional is responsible for:
  • Greeting clients in a personalized, friendly, and inviting manner
  • Matching clients with the best suited tax professional for their needs
  • Scheduling clients how they would like to be scheduled
  • Handling client exits by assuring all current and future needs are met
  • Maintaining office cleanliness and organization of resources with team members

:

Education
High school diploma or equivalent.

Skills and Experience
Strong customer service skills needed to ensure an outstanding end-to-end client experience.
Ability to perform well under stress while working in a fast-paced environment.
Strong organizational and time-management skills.
Knowledge of cash registration operations is helpful.
Knowledge and experience with a Windows based computer system preferred.



 

Posted by