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Client Support Associate

Expired Job

Jackson Hewitt Brea , CA 92821

Posted 1 week 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).

At Jackson Hewitt 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.

IF YOU WANT TO BE PART OF A TEAM THAT IS CHANGING THE INDUSTRY, WITH A FOCUS ON DELIVERING EXEMPLARY CUSTOMER SERVICE THEN JOIN JACKSON HEWITT!!

We're seeking dynamic top performers to add value to an already great brand. If you are looking for and want:

  • To make a difference in people's lives

  • A flexible work schedule

  • To make great money, YES WE PAY FOR PERFORMANCE!

All that is missing here is you!

Position SummaryUnder general supervision and in accordance with established company policies and procedures, the Client Support Associate monitors 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. Essential Duties and ResponsibilitiesReasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Other duties, assignments and specific projects may be assigned at the discretion of executive management.

  • Greets all shoppers or 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.

  • 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.

  • Customer service or sales experience preferred. Physical Demand and Work Effort

  • Standing, walking, sitting.

  • Must be able to hold, carry and move equipment, tools and materials.

  • Must be able to lift up to lift, push, pull or carry up to 55 lbs at one time.

  • Near vision ability to see details at close range (within a few feet of the observer).

  • The job is typically performed under comfortable working conditions; any disagreeable elements are generally absent during normal performance of job.

  • Compliance with company policies and standards.

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


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Client Support Associate

Expired Job

Jackson Hewitt