Client Service Associate - Watertown

Jackson Hewitt Watertown , WI 53098

Posted 3 weeks ago

At Jackson Hewitt, we are working hard for the hardest working and we are on a mission to completely change the way our customers engage with their personal finances. Jackson Hewitt combines the fun, fast-paced culture of a startup with the scale and reputation of one of the nation's largest retailers (over 6,000 locations).

We have a passion for our employees and our customers. We recognize and appreciate that our team members are our single greatest competitive advantage. Being an industry leader requires a consistent focus on quality, innovation, performance and results.

We're always looking for top performers to add value & make a difference in people's lives.

We offer flexible work schedules and pay based on performance.

Position Summary

The Client Service Associate supports the district with a variety of duties to

include greeting clients, scheduling appointments, and marketing to local

business. The positions 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.

Part-Time and Full-Time positions available.

Essential Duties and Responsibilities

  • 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.

  • Monitors client flow at the location and keeps clients engaged during periods

of wait time.

  • Monitors client activity and takes initiative to answer phones and resolve

client issues.

  • Maintains a positive image and meets all customer service and productivity

standards as set by their supervisor.

  • 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.

  • Ability to work flexible hours, including evenings and weekends during

season, preferred

  • Other duties as assigned.

Education and Experience

  • High School Diploma/ GED, or equivalent related business experience.

  • May require state-specific certification associated with handling

confidential client information.

  • 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

preferred

FLSA Status: Hourly, Non-Exempt

We appreciate your interest in Jackson Hewitt Tax Service. Jackson Hewitt Tax Service is an equal employment opportunity employer. The Company's policy is not to discriminate against any applicant or employee based on race, color, sex, religion, national origin, age (40 and over), disability, gender identity, sexual orientation, or any other basis protected by applicable federal, state, or local laws. Jackson Hewitt Tax Service also prohibits harassment of applicants or employees based on any of these protected categories. It is also Jackson Hewitt Tax Service's policy to comply with all applicable state and federal laws respecting consideration of unemployment status in making hiring decisions.

Other details

  • Job Family Store Operations

  • Pay Type Hourly

  • Employment Indicator Seasonal

  • 1901 Market Way, 1901 Market Way, Watertown, Wisconsin, United States of America

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Client Service Associate - Watertown

Jackson Hewitt