Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Service Associate

$12 per hour

Jackson Hewitt

Client Service Associate

We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today! Join our team as a Client Service Associate and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and providing essential support. In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times. Join our team and make a positive impact on our clients' journey with us! No matter your work background or experience level, we welcome you to apply!

Perks:

  • Include all health or wellness benefits offered
  • Corporate discount program
  • Opportunities for advancement within the organization or as a tax pro
  • Free tax preparation training and PTIN registration
  • Free continuing tax education
  • Enrolled Agent materials and testing reimbursement
  • Discounted Friends and Family tax returns (terms apply)

What you need:

  • Strong interpersonal and communication skills
  • Experience in a fast-paced retail environment
  • Basic computer proficiency and ability to troubleshoot
  • Prior customer service or sales experience preferred, but not required
  • Willingness to learn and grow in a customer-focused role

If you're looking for a rewarding opportunity to learn new skills and make an impact, apply today! Compensation: $12.00 per hour

Working at Jackson Hewitt

Jackson Hewitt is an innovator with nearly 6,000 locations, and we're on a mission to change the face of the tax industry. We are an industry-leading provider of full-service individual, federal, and state income tax preparation with offices across the country. Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so clients get more.

Taxes are fun (really!)

Jackson Hewitt is proud to offer free tax training as well as continuing education for tax preparers across the country. With nearly 6,000 locations to choose from, there's likely a Jackson Hewitt location near you, including at your local Walmart store. Tax preparers have flexible scheduling and various rewards too.

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Client Service Associate in Charlotte, NC vacancy
  • $50k - $54k

     ...communication, and teamwork to join us at the forefront of our trade show operations. Job Description We are seeking a Client Service Associate to join our growing team in Charlotte, NC. This role is ideal for a motivated professional who enjoys working with... 
    Suggested
    Full time
    Work at office

    Alphabe Insight Inc

    Charlotte, NC
    9 hours ago
  •  ...Job Description Step into the role of a Client Service Associate and become an integral part of our clients' success stories. As the primary point of contact, you'll build strong relationships with high-level executives, delivering tailored solutions and upholding the... 
    Suggested
    Work experience placement

    Limelight Health

    Charlotte, NC
    3 days ago
  •  ...Client Service Associate Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services. As... 
    Suggested
    Work experience placement
    Work at office

    Chase

    Charlotte, NC
    5 days ago
  • $54k - $65k

     ...Description Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every... 
    Suggested

    Edelman Financial Engines

    Charlotte, NC
    4 days ago
  •  ...leading firm? Ameriprise Financial is America’s leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing advisor by preparing portfolio materials for client meetings,... 
    Suggested
    Full time
    Part time
    Home office

    00015 Ameriprise Financial Services, LLC.

    Charlotte, NC
    1 day ago
  •  ...Jackson Hewitt - JobID: 100-170228466 [Customer Service Representative] As a Client Service Associate at Jackson Hewitt, you'll: Greet all potential clients with a friendly and professional demeanor; Engage in conversation with potential clients to share information about... 
    Immediate start

    Jackson Hewitt

    Charlotte, NC
    10 hours ago
  •  ...Client Service Associate A leading regional wealth management firm is seeking a polished and relationship-driven Client Service Associate to join its growing team supporting high-net-worth individuals, executives, and family office clients. This is an incredible opportunity... 
    Work at office

    TalentBridge

    Charlotte, NC
    3 days ago
  •  ...About the job Client Services Associate Client Services Associate (Remote) About Hello Sunshine Travels Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences through personalizedplanning and exceptional service... 
    Remote work
    Flexible hours

    Hello Sunshine Travels

    Charlotte, NC
    3 days ago
  •  ...Client Service Associate Step into the role of a Client Service Associate and become an integral part of our clients' success stories. As the primary point of contact, you'll build strong relationships with high-level executives, delivering tailored solutions and upholding... 
    Work experience placement

    Chase

    Charlotte, NC
    3 days ago
  •  ...North Tryon Street, Charlotte, NC. Responsible for the general servicing and support of the Financial Advisors. This includes administrative...  ...assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.... 
    Work at office
    Monday to Friday

    Truist

    Charlotte, NC
    2 days ago
  •  ...someone who thrives in a welcoming, customer service-oriented environment with excellent...  ...enjoy building strong relationships with clients, then look no further and apply today! Join our team as a Client Service Associate and be the friendly face for all those who... 
    Flexible hours

    Jackson Hewitt - 3517

    Charlotte, NC
    21 hours ago
  • $65.3k - $104.3k

     ...Client Service Associate This person is responsible for the day-to-day interaction with clients of the Commercial, Specialty or Corporate Banking Divisions. They are the primary contact person providing proactive and consultative support to resolve operations issues... 
    Immediate start

    City National Bank

    Charlotte, NC
    3 days ago
  • $66.7k - $76.1k

     ...Client Services Associate Are you looking for a challenging role that includes the convenience of working virtually at home? Then a Capital One Commercial Ops role may be the role for you! You must be within 50 miles driving distance from one of our Capital One hubs... 
    Full time
    Part time
    Bank staff
    Work at office
    Local area
    Work from home
    Home office

    Capital One

    Charlotte, NC
    1 day ago
  • $80k - $105k

     ...Cash Management Client Service - Associate Job Level: Associate Job Function: Client Service Location: New York, NY, US, 10172 Charlotte, NC, US, 28202 Employment Type: Full Time SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a... 
    Full time
    Work at office
    Local area
    Remote work
    Work from home
    Worldwide

    Smbc Global Foundation Inc

    Charlotte, NC
    4 days ago
  • Crump Life Insurance Svcs Inc is seeking a qualified individual to assist Financial Advisors in Charlotte, NC. The role involves client service functions, including preparing financial plans and managing schedules, along with compliance tasks for brokerage activities.... 

    Crump Life Insurance Svcs Inc

    Charlotte, NC
    1 day ago
  •  ...Job Description Job Description Description: The Client Service Associate provides primary support to the Wealth Management Group in managing, retaining, and deepening client relationships. The position will provide support to Financial Advisors and assist in all... 
    Work at office

    Cary Street Partners Financial LLC

    Charlotte, NC
    15 days ago
  •  ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...  ...guidance.  Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... 
    Temporary work
    Seasonal work
    Work at office
    Work from home
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    Charlotte, NC
    4 hours ago
  • Supports the resolution of client inquiries through backend processing, case management, and cross-functional collaboration. Executes...  ...high volume of cases, ensuring work is completed within defined service levels Partner with internal teams to resolve issues and ensure... 

    慨正橡扯

    Charlotte, NC
    4 days ago
  • $33 per hour

     ...We are partnering with a leading financial services company, a Big Four Bank, to recruit a qualified Client Relations Associates for a career-building opportunity. This is a chance to join a global powerhouse in the banking industry. Located in Charlotte, this role offers... 
    Remote work
    Flexible hours

    Randstad

    Charlotte, NC
    4 days ago
  •  ...America in Charlotte, NC is seeking a Registered Wealth Management Client Associate. The role focuses on providing operational and sales support to Financial Advisors, ensuring excellent client service by educating clients on banking offerings and maintaining strong relationships... 

    Bank of America

    Charlotte, NC
    3 days ago
  • Bank of America is seeking a Client Service Support representative for its Merrill Wealth Management division in Charlotte, NC. This role involves providing exceptional client service and support to Financial Advisors, ensuring operational excellence and client advocacy... 
    Full time

    Bank of America

    Charlotte, NC
    2 days ago
  •  ...Client Success Senior Associate Be the hub of communication and help build deep and lasting relationships with our most complex Commercial & Investment...  ...with Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (KYC) teams to... 
    Work experience placement
    Work at office

    Chase

    Charlotte, NC
    4 days ago
  • UBS in Charlotte is seeking a motivated Client Associate to deliver exceptional service to high-net-worth individuals. The role involves acting as a relationship manager, coordinating client meetings, and overseeing onboarding processes. The ideal candidate will have excellent... 
    Work at office

    UBS

    Charlotte, NC
    21 hours ago
  •  ...Transaction Advisory Services - Senior Associate At Bennett Thrasher, we offer the expertise and opportunities of a large accounting firm, while...  ...opportunities to collaborate on meaningful work with clients in a variety of industries and work together with other associates... 
    Local area
    Immediate start

    Bennett Thrasher

    Charlotte, NC
    5 days ago
  • $20 - $24 per hour

     ...modernized technology platforms, elevated technology support, and valuable insights, empowering our clients to excel in what they do best. The Office Services Associate position will be a highly visible point of contact to our internal and external guests in the... 
    Hourly pay
    Work at office
    Local area

    Opensity Solutions

    Charlotte, NC
    2 days ago
  •  ...Client Success Associate US - Charlotte Business Team Full time Salary Job Description We are seeking a passionate, driven,...  ...clients "Be Where Their Customers Are". Our Software-as-a-Service platform helps businesses manage conversations and engagements... 
    Full time
    Internship

    botsplash

    Charlotte, NC
    21 hours ago
  •  ...motivated and experienced? Do you thrive in a fast-paced, client-focused environment and are passionate about delivering exceptional service to high-net-worth individuals and their families? We're looking for a Client Associate to join our team who has a strong professional... 
    Full time
    Work at office

    UBS

    Charlotte, NC
    4 days ago
  • Capital One is seeking a Senior Associate for Product Management, focusing on mobile and web platforms. The role involves delivering innovative banking solutions, crafting strategies for financial advisors, and managing product lifecycles in an Agile environment. Candidates... 

    Capital One

    Charlotte, NC
    3 days ago
  • $21.75 - $44.5 per hour

     ...our 80-year history, delivering excellent service through innovation has been a core part...  ...industry. Job Description: The Client Engagement Specialist (CES) plays a pivotal...  ...the applicable geographic differential associated with the location at which the position... 
    Hourly pay
    Contract work
    Work at office
    Local area
    Remote work
    Worldwide
    Shift work

    Crowe

    Charlotte, NC
    3 days ago
  •  ...About this role: Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors...  ...advisors and financial consultants by providing sales and servicing support Proactively seek ways to improve administrative... 
    Ongoing contract
    Work experience placement
    Work at office
    Immediate start

    Wells Fargo

    Charlotte, NC
    6 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Service Associate. Be the first to apply!