Client Service Associate
Company: Jackson Hewitt
Location: Tempe
Posted on: May 8, 2024
Job Description:
At Jackson Hewitt, and its Franchisees, we provide an invaluable
service in guiding our clients through the tax codes, rules, and
processes. We do this with integrity, quality, and consistency.
This is something that the vast majority of taxpayers don't receive
from DIY or other assisted providers. We take pride in that. The
role you play is critical to our success and together we are
"Working Hard for the Hardest Working Americans". This is our
mission and it's a large part of why we work here. Together we are
highly passionate about what we do, and how we can help our
clients.
Doing taxes is much more than filling in some forms. For most
Americans, their tax return is the biggest single financial event
of the year, and it can be quite an emotional experience. That's
where you come in! We are here to ease their stress and provide
expert customer service and tax knowledge.
Flexible Schedules Available:
- Day shift
- Night shift
- Weekends
- Weekdays
- Full-time or Part-time Are you:
- Looking to learn a new career and break into the tax
industry?
- Someone who has gaps in their work history or is looking to
boost their skills and resume?
- Someone who has been out of the workforce over the last year
while at home with family?
- New to the workforce or with limited experience/education, but
a willingness to learn?
- Retired and want to continue to make an impact?
- Someone without a college diploma? No problem!
- A Veteran or military personnel transitioning from the
service?
- Part of a military family that moves often with
deployments?
- A recent college graduate or current college student?
- A stay-at-home parent who needs a flexible work schedule?
- A gig worker or looking to add a second income?
- Bilingual? Bilingual candidates are highly encouraged to apply!
What you'll do here:
The Seasonal Client Service Associate supports the district with a
variety of duties to include greeting clients, scheduling
appointments, marketing to local businesses, and tech set-up. The
position coordinates client flow and assists in preliminary data
entry and document collection to support an efficient and positive
tax preparation experience. This position has access to and
regularly works with information of a sensitive, highly
confidential nature. This position promotes the Jackson Hewitt
brand through the delivery of superior customer service.
- Greets all potential clients with a friendly and professional
demeanor.
- Engages in conversation with potential clients to share
information about Jackson Hewitt's services and promotions.
- Quickly and accurately verifies and enters customers' personal
and Form W-2 information into Jackson Hewitt's proprietary
software.
- Assists with scheduling tax preparation appointments.
- Monitor client flow at the location and keep clients engaged
during periods of wait time.
- Monitor client activity and take initiative to answer phones
and resolve client issues.
- Meets set-up deadlines to ensure office locations meet
brand/marketing appearance standards in time for office
openings.
- Provides equipment service at Jackson Hewitt locations to
assemble, repair, or teardown furniture, computers, tech, or kiosk
components using hand tools.
- Assists in maintaining a clean and inviting workplace, this may
include removal of trash, vacuuming or sweeping, cleaning counters,
cleaning glass, etc.
- Assist leadership in marketing and recruitment efforts, as
needed. Skills you'll bring for success:
- Good interpersonal and communication skills.
- Demonstrated ability in working in a high-volume retail
environment preferred.
- Basic knowledge of computer functions required to include setup
of office computer systems and the ability to troubleshoot
issues.
- Customer service or sales experience preferred.
- Reliable transportation and a valid driver's license and
insurance are preferred.
- High School Diploma/GED or equivalent related business
experience preferred.
Keywords: Jackson Hewitt, Gilbert , Client Service Associate, Other , Tempe, Arizona
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