Client Service Associate

Benefits

• Employee discounts
• Flexible schedule
• Opportunity for advancement
• Training & development
• 401(k) matching
• Bonus based on performance

• Hourly pay + competitive bonus package
• Flexible Schedule Options – Work that works for you!
• Free Identity Theft Protection through  from Equifax
• Corporate discount program through Avibra
• Earned Wage Access through Zay Zoon
• Discount and Rewards Marketplace through Benefit Hub
• Opportunities for advancement within the organization or as a tax pro
• Participation in 401-K matching program (once eligibility qualifications are met - enrollment twice per year)
• Free tax preparation training and PTIN registration
• Free continuing tax education
• Enrolled Agent materials and testing reimbursement

We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills
. If you enjoy building strong relationships with clients, this role looks like a perfect fit.

Join our team as a Client Service Associate and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and providing essential support.

• Actively engage with clients.
• Confirm appointments and follow up with past and potential clients.
• Distribute marketing materials.
• Keep clients engaged during wait times.

• Strong interpersonal and communication skills.
• Experience in a fast-paced retail environment.
• Basic computer proficiency and ability to troubleshoot.
• Prior customer service or sales experience preferred, but not required.
• Willingness to learn and grow in a customer-focused role.