Client Service Associate (Finance)

Are you someone who thrives in a welcoming, customer service-oriented environment? Do you excel at building strong client relationships? If so, we want you to be part of our team! Apply today and bring your passion for exceptional service to our office.

As a Client Service Associate, you'll be the friendly face that greets our clients, ensuring they have a positive experience from the moment they walk through our doors. In this role, you'll engage with clients, handle basic information intake, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during their wait times. Your efforts will make a meaningful impact on our clients' journey with us.

Why Join Us?

• Competitive Pay: Hourly wages plus bonus opportunities.
• Fit your lifestyle: Seasonal employment is perfect for busy parents, retiree's, college students, perfect for any life-style
• Flexible Scheduling: Work around your busy life with flexible scheduling options, part-time, full-time and over-time hours
• Dynamic Work Environment: Work in a fast-paced, innovative culture with a collaborative atmosphere.
• FREE tax preparation for your personal tax return
• Career Growth: Enjoy opportunities for advancement within the organization.

What We're Looking For:

• Strong interpersonal and communication skills.
• Experience in a fast-paced retail environment.
• Basic computer proficiency and troubleshooting abilities.
• Prior customer service or sales experience is a plus but not required.
• A willingness to learn and grow in a customer-focused role.

If you're seeking a rewarding opportunity to develop new skills and make a real impact, apply today!