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Customer Service Representative
3 months ago
ABOUT THE POSITION:
The Customer Service Representative bridges the gap between sales and service by managing crucial client documents and verifying financial information. Responsibilities include creating, storing, and retrieving documents, maintaining calendars and appointments, managing loan operations, and obtaining necessary information from clients to facilitate company services. This role ensures smooth and efficient document management, supporting the company's services and operational accuracy.
WHO WE ARE?
We are a friendly and down-to-earth Tax Firm in Encino. We assist our clients with their fiscal-related needs. We range in services from tax prep, bookkeeping, audit representation, Tax Mediation, etc. We take pride in alleviating some of the stresses that arise from taxpayers' fiscal responsibility.
WHAT WE ARE SEARCHING FOR:
We are searching for a friendly and upbeat personality to join our team, and grow within our firm. There is room for growth and many opportunities within the company.
**Job Types**: Full-time, Contract
Pay: $20.00 - $23.00 per hour
Expected hours: 40 per week
**Benefits**:
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Shift:
- 8 hour shift
- Day shift
Weekly day range:
- Monday to Friday
Work setting:
- In-person
**Experience**:
- Customer service: 1 year (preferred)
Ability to Relocate:
- Encino, CA 91436: Relocate before starting work (required)
Work Location: In person