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Client Services Coordinator
2 months ago
As a vital member of our team, you will be responsible for providing exceptional client service in a welcoming environment. Your role will include:
- Client Interaction: Answering phone calls and warmly greeting clients, ensuring they feel valued and appreciated.
- Professional Matching: Assessing client needs and connecting them with the most suitable tax professionals to address their specific requirements.
- Appointment Scheduling: Coordinating client appointments according to their preferences, ensuring a seamless experience.
- Client Support: Assisting in meeting all client needs effectively and efficiently.
This position is essential in fostering a positive atmosphere and enhancing client satisfaction within our organization.