Seasonal Client Relationship Specialist

Job Summary

Proactively managing client communications, the seasonal Client Relationship Specialist will provide exceptional support throughout the virtual tax preparation process in a remote capacity, ensuring a seamless client experience and addressing any service or technical concerns.

Key responsibilities

• Serve as the primary point of contact for clients, guiding them through the virtual tax service journey
• Analyze and resolve complex client issues by reviewing account history and documentation
• Maintain accurate documentation of client interactions within CRM systems and collaborate with cross-functional teams to meet client needs

Required qualifications

• High school diploma or equivalent
• Minimum 1 year of experience in customer service or financial services, preferably in a large phone center
• Experience with CRM systems, including Salesforce, is preferred
• Demonstrated ability to manage multiple priorities in a fast-paced, remote environment
• Strong organizational skills and proficiency with Microsoft Office applications