Client Experience Associate

4 weeks ago

Round Rock, United States PaulHood Full time

***WE HAVE OPENINGS IN MULTIPLE LOCATIONS HEADING INTO THE TAX SEASON***

-Round Rock, TX

-Muskogee, OK

-Bartlesville, OK

-Kansas City, MO

-Sedalia, MO

-Mexico, MO

About the Role:

At PaulHood we are about more than just your taxes. We are a modern, proactive, and personalized CPA firm leveraging technology and decentralized processes to deliver a high-quality client experience on a much bigger scale. At PaulHood, we understand that financial success isnt about a one-size-fits-all solution. As a CX Associate, you are a crucial member of the client interaction process living and breathing our client-focused value every day. We are seeking a motivated, high-integrity CX Associate team member to assist us during our peak time (January-April). The CX Associate would help with client engagement, communications support, scanning documents, and delivering documents to the client with a smile.

What You Will Bring, Do, and Own:

-You serve as a client advocate, being adaptable, ready to learn new processes, having empathy for clients, and taking responsibility to ensure all tasks are completed and customers have a great experience with PaulHood to boost client retention and growth.

-You perform document preparation, scanning and other administrative duties to ensure positive client interactions and operations throughout PaulHood.

-You serve as a point of contact for client communication including phone and office support, greeting clients, and determining their specific needs.

-You enter accurate client data utilizing our software, tools, and technology to ensure a smooth flow of information and project coordination for clients and staff.

Who You Are:

-You are organized, task-oriented, and obsessed with fully completing the to-dos. You speak clearly and confidently with clients and staff.

-You are adaptable and can keep your cool in a high-paced and at times stressful work environment.

-You know the Microsoft Office suite and can quickly learn new software and technology.

-You have street smarts and know when information is confidential

-You are punctual and on time for work and/or work-related events

Experience and Education You Will Need:

-High school diploma or equivalent

-One year or more of customer service experience preferred

-Experience with client relationship management software or project management software is strongly preferred.

-Data entry or call center experience preferred

What You Will Get:

-You will enjoy a great work environment knowing you did a good job at the end of every day by helping clients and staff. On occasion, high-performing seasonal staff are hired into permanent roles after tax season

EEO and Diversity Statement PaulHood is an equal opportunity employer. We recruit, employ, compensate, develop, and promote without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, pregnancy, marital status, gender identity or expression, status as a veteran, or any other legally protected characteristic or activity in accordance with applicable federal, state, and local laws. If you need reasonable accommodation in the application or interview process, please tell us.

At PaulHood, we champion a vibrant workplace culture that thrives on diversity and does not tolerate discrimination or harassment. We are one team from many backgrounds, innovating through the diversity of individuals, who are driven by a passion for creating an inclusive space for all. Believing a culture of equality creates a stronger work environment for all employees and that we are all accountable for encouraging and celebrating diverse voices, PaulHood will continue to champion a workplace culture that prizes diversity and inclusivity.

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