Client Support Associate
$15 - $16.5 per hourJackson Hewitt
Responsive Recruiter Benefits: Earned Wage Access, Competitive salary, Employee discounts, Flexible schedule, Opportunity for advancement, Training & development 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! As our boots-on-the-ground ambassador, you will regularly visit local shops, events, and community locations to drive brand awareness and actively recruit new talent. You'll leverage your local market knowledge and social media skills to creatively expand our reach and build a strong talent pipeline. Join our team as a Seasonal Client Support 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 client's journey with us! No matter your work background or experience level, we welcome you to 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 is preferred, but not required, Willingness to learn and grow in a customer-focused role, Follow up with leads and appointments, Make outbound calls to prior-year clients, Contact and convert online and virtual students, Coordinate and manage client appointments to optimize scheduling timelines and traffic flow, Support local marketing and community outreach events, Generate referrals from existing clients, Assist with client check-in and office traffic management, Follow up with prospects and unfinished returns, Enhance peak-season operations to maximize workplace productivity Additional Perks: Full-time and part-time positions are available, Flexible Schedule Options Work that works for you!, Work Lotto (Win money for logged shifts), Low-cost benefits (healthcare, dental & vision), Teladoc (Unlimited Teladoc sessions for you and your whole household for $18 per month), Free identity theft protection, Corporate discount program, Free tax preparation training and PTIN registration reimbursement, Referral bonus opportunities are available for referring qualified candidates, Free continuing tax education, Opportunities for advancement within the organization, Employee referral program, Medical & Prescription benefit option (eligible to participate after working 1,560 hours annually), 401k with Company Match (eligible to participate after working the first 1,000 hours), Earned Wage Access - Access a portion of your earned wages before payday when you need it. If you're looking for a rewarding opportunity to learn new skills and make an impact, apply today! Compensation: $15.00 - $16.50 per hour Working at Jackson Hewitt Jackson Hewitt is a national brand with local heart. After 40+ years and our name on over 65 million returns, we're not only committed to providing a better tax experience for the hardest-working Americans, but we also strive to change the lives in our communities for the better, too. We offer a full suite of tax preparation services and guidance. Join us. Taxes are fun (really!) At Jackson Hewitt, we're proud to offer tax training to beginners and continuing education courses for more seasoned Tax Pros. We offer on-the-job mentorships too, and we're always championing your professional success and personal goals. Enjoy a flexible schedule and work that works around you for a change. Plus, start earning extra income and learning a recession-proof life skill now.
- ...even greater opportunities to serve our clients—while staying true to the personalized,... ...members to thrive within a culture that supports growth, innovation, and collaboration. Our... ...About the Role: The Client Support Associate provides a blend of administrative, basic...SuggestedWork at office
- RESPONSIBILITIES: A client with Kforce is seeking a Client Support - Associate to join their team in Coppell, TX. Summary: The client's Financial Group is currently seeking a Client Support Associate temp for our Dallas location. This is a unique opportunity to...SuggestedHourly payContract workTemporary workWork at officeFlexible hours
- ...Client Support Associate Elevare Branding is seeking a Client Support Associate to join our team in Dallas, TX. This role is ideal for individuals who are highly organized, client-focused, and motivated to contribute to a dynamic business environment. The Client...SuggestedFull time
- ...communication skills . If you enjoy building strong relationships with clients, then look no further. As our boots-on-the-ground ambassador... ...strong talent pipeline. Join our team as a Seasonal Client Support Associate and be the friendly face for all those who visit our offices,...SuggestedFull timePart timeSeasonal workWork at officeLocal areaFlexible hoursShift work
- ...application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Client Support Associate Client Support Full Time Ind Contributor Dallas, TX, US 2 days ago Requisition ID: 1209 Position Summary: The Client Support...SuggestedFull time
- SUMMARY Responsible for providing customer service and support to assist Producers and service team in supporting existing accoun ts.... ...marketing materials, proposals, and presentations for prospects and clients. Prepares loss runs as directed. Assists with client insurance...Work experience placementWork at office
$53k - $77k
...Build, develop and manage relationships with a variety of clients ranging from senior C-levels to more junior client... ...priorities. Since our founding in 1979, we've grown to 20,000 associates globally who support over 13,000 client enterprises in ~90 countries and...InternshipWorldwide$53k - $77k
...About the role: The Client Success team follows a Client for Life Philosophy, and... ...receives value far exceeding their investment. Associates seek to understand and surface client's... ...and identify the most effective ways to support the client in making the right decisions...InternshipWorldwideFlexible hours- ...guidance.Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal... ...America.Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach...Seasonal workWork at officeWork from homeDay shift
$87.36k - $131.04k
...United StatesSalary: $87 360,00 - $131 040,00Category: Private Client CoverageCompany: CitiThis is a seasoned professional role responsible... ...current, accurate, and complete, fulfilling requests promptly.Supports clients navigating the KYC/onboarding and account opening...Full time- ...part of our branch serving financial advisors and our clients. As a Registered Client Associate, become a trusted resource to our clients, advisors and... ..., commissions, and stock where applicable Leaders who support your development through coaching and managing opportunities...Full timeFlexible hours
- ...who are passionate about helping their clients and teammates achieve more. If you’re the... ...The Role As a Senior Client Experience Associate, you will play a key role in delivering... ...for Farther advisors and clients. You’ll support that exceptional client experience by flawlessly...Full timeWork experience placement
- RBC Wealth Management in Dallas is seeking aClient Associate/Registered Client Associate to support financial advisors and clients. You will handle client inquiries, process trades and transfers, and maintain accurate account records with a strong client-first approach...
$45k - $70k
...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to... ..., commissions, and stock where applicable Leaders who support your development through coaching and managing...Full timeFlexible hours- ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... ...America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach...Seasonal workWork at officeWork from homeShift workDay shift
- Snell & Wilmer L.L.P. seeks a Private Client Services Mid-Level Associate in Dallas or Phoenix with at least five years of experience in estate planning, probate, and trust and estate administration. Preference for candidates with experience preparing estate and gift tax...
- Farther is seeking a highly organized, client‑facing support professional to own the full client service lifecycle for a boutique wealth management practice. You will monitor daily client needs, execute money movements and rebalancing, and keep the advisor focused on planning...
- ...do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great... ...talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through...Seasonal workWork at officeFlexible hoursShift workDay shift
$53k - $77k
...About the role: The Client Success team follows a Client for Life Philosophy, and individuals... ...value far exceeding their investment. Associates seek to understand and surface client’s... ...and identify the most effective ways to support the client in making the right decisions...Full timeInternshipWorldwide$53k - $77k
...abilities and generations. In our collaborative and supportive culture, you’ll make deep connections with colleagues, clients and the communities in which we live and work.... ...value far exceeding their investment. Associates seek to understand and surface client’s business...Full timeInternshipWorldwide$45k - $60k
...Build, develop and manage relationships with a variety of clients ranging from senior C-levels to more junior client... ...priorities. Since our founding in 1979, we’ve grown to 20,000 associates globally who support over 13,000 client enterprises in ~90 countries and territories...Full timeInternshipWorldwide$53k - $77k
...abilities and generations. In our collaborative and supportive culture, you’ll make deep connections with colleagues, clients and the communities in which we live and work.... ...value far exceeding their investment. Associates seek to understand and surface client’s business...Full timeInternshipWorldwide$53k - $77k
...abilities and generations. In our collaborative and supportive culture, you’ll make deep connections with colleagues, clients and the communities in which we live and work.... ...value far exceeding their investment. Associates seek to understand and surface client’s business...Full timeInternshipWorldwide- ...service has been key to our continued growth. Our Dallas, Texas office is currently seeking a Registered Client Service Associate to provide comprehensive support to Financial Advisors and senior management. Responsibilities include, but are not limited to: Provide...Full timeWork at office
- ...Online Pickup In-Store (BOPS) orders. Team collaboration: Work closely with colleagues to achieve department goals, fostering a supportive and positive work environment. Share insights, offer assistance proactively, and address challenges early to keep operations...Flexible hoursShift workNight shiftAfternoon shift
- ...and investment advisory services to their clients Ultra-High Net Worth individuals... ...Theyre seeking a talented Client Service Associate to join their centralized team in their... ...Service Associate you will be responsible for supporting the firms Advisors and Clients directly....Full timeWork at office
- Bank of America Corporation, via Merrill Wealth Management, is seeking a client service professional to support Financial Advisors and Wealth Management Client Associates in delivering tailored investment guidance and banking solutions. You will strengthen client relationships...
- POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build...Work at officeLocal area
$75k - $90k
...Recruiting Finance and Accounting Recruiter at Proven Recruiting Client Services Associate - HYBRID Rare opportunity: join one of Dallas’s fastest-... ...you’ll do: Collaborate with Client Service Associates to support ultra-high-net-worth clients and ensure accurate data/...Full timeWork at office- Bank of America in the United States is seeking a client service specialist to support Financial Advisors, advance enterprise objectives, and advocate for clients within a fast-paced banking environment. The role emphasizes collaboration, compliance, and client advocacy...
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