Office Support Professional
3 weeks ago
We're dedicated to delivering exceptional customer experiences and helping individuals achieve their financial goals.
Our Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.
A Day in the Life of a Client Service Professional/Receptionist:You'll be part of a dynamic team that fosters growth, learning, and collaboration. You'll work closely with colleagues to provide seamless support to our clients.
Your Key Responsibilities:- Provide prompt and courteous assistance to clients, responding to their inquiries with a friendly and welcoming demeanor
- Match clients with the most suitable tax professional for their specific requirements
- Schedule appointments according to client preferences
- Evaluate client needs and ensure all expectations are met during their service
- Maintain a clean and organized workspace, collaborating with team members to maintain high standards
- Perform other duties as assigned to contribute to the success of our team
- An Employee Assistance Program featuring Health Advocacy services
- A Wellbeing program, BetterYou, designed to foster healthy habits
- Support for Neurodiversity and Caregivers available to you and your family
- A range of discounts on everyday items and services
- Benefits including Medical Coverage, 401k Retirement Savings Plan, and Employee Stock Purchase Plan (with additional eligibility requirements)
We strive to build a Connected Culture where trust, care, and connections are at the heart of how we work together. Our goal is to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.
Qualifications and Requirements:- A High School Diploma or equivalent education
- Previous experience in Sales and Marketing is highly valued
$45,000 - $65,000 per year
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