Talent.com
Client Service Associate

Client Service Associate

Jackson HewittAnnapolis, MD, US
30+ days ago
Job type
  • Full-time
  • Part-time
Job description

Seasonal Client Service Associate

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.
  • Create a job alert for this search

    Client Service Associate • Annapolis, MD, US

    Related jobs
    • Promoted
    • New!
    Payment Integrity Associate

    Payment Integrity Associate

    VirtualVocationsBaltimore, Maryland, United States
    Full-time
    A company is looking for an Associate, Payment Integrity to join their Payment Integrity team.Key Responsibilities Provide subject matter expertise on Payment Integrity claims processing and reim...Show moreLast updated: 20 hours ago
    • Promoted
    Billing / AP Associate

    Billing / AP Associate

    Creative Financial StaffingAnnapolis, MD, US
    Permanent
    Billing / AP Associate - Annapolis, MD.About the Company and Billing / AP Associate Opportunity : .CFS is partnering with a top construction client in Maryland to hire a Billing / AP Associate on a direct ...Show moreLast updated: 1 day ago
    • Promoted
    Senior Registered Client Service Associate

    Senior Registered Client Service Associate

    Morgan StanleyBaltimore, MD, US
    Full-time
    Senior Registered Client Service Associate.Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (...Show moreLast updated: 30+ days ago
    • Promoted
    Client Service Representative

    Client Service Representative

    ApTaskBaltimore, MD, US
    Full-time
    Account Transfer Services Operations Representative.The Account Transfer Services Operations Representative position requires daily interaction with various broker dealers, internal branch network,...Show moreLast updated: 30+ days ago
    • Promoted
    Trade & Client Operations Associate

    Trade & Client Operations Associate

    Morgan StanleyBaltimore, MD, US
    Full-time
    Trading & Client Operations Associate.We're seeking someone to join our team as a Trading & Client Operations Associate.Capital Markets Core Processing is a team of dedicated professionals servicin...Show moreLast updated: 30+ days ago
    • Promoted
    Associate / Sr. Associate, Private Equity & Mezzanine - Aegon AM

    Associate / Sr. Associate, Private Equity & Mezzanine - Aegon AM

    Aegon Asset ManagementBaltimore, MD, US
    Full-time
    This position resides within the growing Private Equity team and will be responsible for helping construct and manage portfolios to help meet client's goals for attractive risk adjusted higher retu...Show moreLast updated: 30+ days ago
    • Promoted
    Registered Client Service Associate

    Registered Client Service Associate

    Morgan StanleyBaltimore, MD, US
    Full-time
    Registered Client Service Associate.Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams o...Show moreLast updated: 7 days ago
    • Promoted
    Wealth Management Client Associate

    Wealth Management Client Associate

    Bank of AmericaCockeysville, MD, US
    Full-time
    Job Opportunity At Merrill Wealth Management.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ...Show moreLast updated: 30+ days ago
    • Promoted
    Client Relationship Consultant II

    Client Relationship Consultant II

    Raymond James FinancialTowson, MD, US
    Full-time
    Develop, maintain and exploit relationships with prospective and existing small and medium sized companies to stimulate and manage demand for financial products and services offered by the organiza...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Client Analyst Associate

    Client Analyst Associate

    VirtualVocationsBaltimore, Maryland, United States
    Full-time
    A company is looking for a Client Analyst Associate.Key Responsibilities Analyze digital media campaign performance across various platforms and identify key trends Collaborate with cross-functi...Show moreLast updated: 22 hours ago
    • Promoted
    Client Service Representative - Floater (Jennifer Rd Branch)

    Client Service Representative - Floater (Jennifer Rd Branch)

    Atlantic Union BankAnnapolis, MD, United States
    Full-time
    The position is an all-encompassing role which requires the teammate to deliver best in class client experience, sales / service solutions, as well as handle teller transactions.The Client Services R...Show moreLast updated: 30+ days ago
    • Promoted
    Registered Client Service Associate • •

    Registered Client Service Associate • •

    Morgan StanleyBaltimore, MD, US
    Full-time
    Registered Client Service Associate.Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams on ...Show moreLast updated: 30+ days ago
    • Promoted
    Client Services Coordinator

    Client Services Coordinator

    The Bob & Ronna GroupEllicott City, MD, US
    Full-time
    This is what you will receive : .Health Insurance Benefits available.This is a Career Opportunity for Growth and Advancement. Here is what we will ask you to do : .Administrative and Compliance tasks in...Show moreLast updated: 26 days ago
    • Promoted
    Fixed Income Operations Associate

    Fixed Income Operations Associate

    Morgan StanleyBaltimore, MD, US
    Full-time
    Associate In Isg Fixed Income Operations.We're seeking someone to join our team as an Associate in ISG Fixed Income Operations. The role is within the Interest Rate Derivative Trade Support Group (I...Show moreLast updated: 30+ days ago
    • Promoted
    Client Service Associate

    Client Service Associate

    Jackson HewittLutherville Timonium, MD, US
    Full-time +1
    Seasonal Client Service Associate.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 integri...Show moreLast updated: 30+ days ago
    • Promoted
    Registered Client Service Associate - Timonium, MD

    Registered Client Service Associate - Timonium, MD

    Raymond James FinancialLutherville Timonium, MD, US
    Full-time
    Registered Client Service Associate.Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.T...Show moreLast updated: 30+ days ago
    • Promoted
    Customer Service Associate, Private Client Services

    Customer Service Associate, Private Client Services

    Marsh McLennanCockeysville, MD, US
    Permanent
    Customer Service Associate, Private Client Services.Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organi...Show moreLast updated: 9 days ago
    • Promoted
    Morgan Stanley Fund Services Operations Associate

    Morgan Stanley Fund Services Operations Associate

    Morgan StanleyBaltimore, MD, US
    Full-time
    Associate in ISG Equity Operations.We're seeking someone to join our team as an Associate in ISG Equity Operations to provide support to the Global Morgan Stanley Fund Services (MSFS) Transition Ma...Show moreLast updated: 30+ days ago
    • Promoted
    Finance Associate-1

    Finance Associate-1

    SyscoBaltimore, MD, US
    Full-time
    The Finance Associate is responsible for general duties in support of the OpCo (operating company) operations and works in collaboration with SBS (Sysco Business Services) to assist in resolving ex...Show moreLast updated: 21 days ago
    • Promoted
    Client Service Associate

    Client Service Associate

    Morgan StanleyBaltimore, MD, US
    Full-time
    Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams on a daily basis. Through regular interactions wi...Show moreLast updated: 30+ days ago