Client Onboarding Coordinator
3 weeks ago
TaxRise is a leading provider of tax resolution services, dedicated to revolutionizing the way taxpayers navigate their tax challenges. Our mission is to empower individuals and businesses to take control of their tax obligations, while providing exceptional customer service and support.
Job SummaryWe are seeking a highly skilled Client Onboarding Coordinator to join our team. As a key member of our onboarding process, you will be responsible for ensuring a seamless experience for our clients, from initial contact to successful onboarding. Your exceptional communication skills, attention to detail, and ability to work independently will make you an invaluable asset to our team.
Key Responsibilities- Coordinate with clients to ensure a smooth onboarding process, including welcome calls and portal registration
- Collaborate with tax preparation administrators to collect necessary tax filing information
- Identify opportunities to improve the onboarding process and suggest solutions to management
- Develop and maintain communication templates to contact clients regarding their tax filing information
- Provide exceptional customer service and support to clients throughout the onboarding process
- Excellent written and verbal communication skills
- Experience delivering best-in-class customer service
- Ability to work independently and as part of a team
- Self-motivated and able to take initiative
- Proficient in Microsoft Office Suites, Excel, Google Gmail, Calendly, and internal communication software
- High school diploma or equivalent
- Minimum two years' experience in an administrative support, customer service, or other client-facing role
- Competitive hourly rate: $19 - $20 per hour
- Medical, dental, vision, and other auxiliary benefits after 60 days
- 401(k) retirement plan
- Professional Development Program
- Catered meals every Friday
- Quarterly company outings
- Fun, energetic, and inclusive culture
- On-site gym
- Access to game room
TaxRise is an equal opportunity employer, committed to creating a workplace that celebrates diversity and inclusion. We welcome applications from qualified individuals of all backgrounds and abilities.
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