Customer Service Representative

3 weeks ago


Elgin, Illinois, United States Monotelo Advisors Full time
Key Responsibilities:

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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