Customer Service Representative
3 weeks ago
As a Front Desk Receptionist at Monotelo Advisors, you will be the first point of contact for our clients and visitors. Your primary role will be to provide exceptional customer service, ensuring that all interactions are professional, friendly, and efficient.
Some of your key responsibilities will include:
Answering incoming telephone calls and directing them to the appropriate person
Assisting customers with the resolution of queries and actions as required
Arranging courier pick-ups and distribution of courier deliveries
Maintaining the reception area in a clean and tidy condition at all times
Interacting with clients and other members of the team to provide excellent customer service
Meeting and greeting customers
Setting appointments and appointment reminders
Assembling and scanning documents
Customer data entry
Printing and assembling customer packets
Tax return progress tracking and follow-up with remote offices
Requirements:
To be successful in this role, you will need to have prior experience in the account or tax industry, as well as experience as a receptionist. You will also need to have foundational tax knowledge and the ability to effectively use technology. This is a temporary full-time role, and your start date will be the second week of January.
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Customer Service Representative
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3 weeks ago
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