Client Service Associate
Jackson Hewitt Tax Service
Benefits Flexible schedule Free food & snacks Opportunity for advancement 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 PTIN Certification: Yes By submitting this form, I hereby acknowledge that most Jackson Hewitt locations are operated by independent franchisees and not Jackson Hewitt or its affiliates. I further acknowledge that franchisees are independent employers and separate companies and employers from Jackson Hewitt Inc., and set their own employment policies and practices. Franchisees are the exclusive employer of their employees and as such are solely responsible for all employment-related matters and decisions in their locations. Specifically, with regard to employees of franchisees, such franchisees, and not Jackson Hewitt, will have exclusive control over all employment-related decisions, including decisions concerning hiring, firing, wages, conditions of employment, discipline, staffing, or any other day-to-day employment issue. Jackson Hewitt Inc. will have no obligation or right to control any franchise employment issue relating to employees of a Jackson Hewitt franchisee. By applying for a job at a franchise-operated location, I understand that the information I provide will be forwarded to the franchisee in order for that organization to reach out to me and process and evaluate my application. I acknowledge that Jackson Hewitt will not receive a copy of my employment application and will have no involvement in any employment decisions regarding me, including whether I receive an interview or whether I am hired to work for the franchisee. I understand that I need to contact the relevant franchisee for information about its privacy practices. Any communications opt-out that I submit in any franchisee’s job application process is specific to that franchisee and will not be communicated to any other entity. #J-18808-Ljbffr
- ...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...SuggestedWork experience placement
- ...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...SuggestedWork experience placement
$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...SuggestedFull timeWork at office$20 per hour
...Client Service Associate Fort Mill, SC 29715 Pay Rate: $20/hr Remote - candidates must reside within 50 mile radius of Fort Mill location. Schedule: Monday - Friday, shifts range between 8am-8pm EST Anticipated Start Date: 8/4 Job Description: Complete...SuggestedContract workTemporary workRemote workMonday to FridayShift work- ...Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support... ...our complex treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve client...SuggestedWork experience placementWork at office
- ...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 to join a highly respected...Work at office
$65.3k - $104.3k
...Client Service Associate II What Is the Opportunity? 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...Immediate startRemote work- PowerToFly is looking for a Senior Registered Client Service Associate in Charlotte, NC. This role involves providing exceptional service to clients while supporting Financial Advisors and ensuring effective client relationships. The ideal candidate will have a strong...
- Ameriprise Financial Services, LLC in Charlotte, NC is seeking a Registered Client Service Associate to support financial advisors. The role involves preparing financial plans, managing client interactions, and organizing events. Ideal candidates will have a Bachelor's...
- ...Our CompanyWe’re a diversified financial services leader with more than $1.5 trillion in... ...individual, small business and institutional clients. We are a longstanding leader in... ...loyalty. As a Registered Client Service Associate, you will provide dedicated support to a...Full timeHome office
$54k - $65k
...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 dollar invested has a job to...- ...Client Service Associate Driving seamless compliance and elevating client experiences, Client Service Associates in the Wholesale KYC Organization set the standard for trust and efficiency. With expert collaboration and a sharp eye for detail, they turn regulatory...
- ...Job Title Registered Client Service Associate Job Description Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer loyalty...Full timeHome office
$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 timeWork at officeLocal areaRemote workWork from homeWorldwide- ...Atlanta, Georgia or Orlando, Florida. Responsible for the general servicing and support of the Financial Advisors. This includes... ...assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. Essential...Second jobWork at officeMonday to Friday
- ...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
- ...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...
- ...have purposefully built and nurtured our client-first culture. Brown Advisory is an... ...advice and the highest level of client service. The firm's clients-including individuals... ...member of this team the Senior Relationship Associate engages directly with clients to...Temporary workH1bWork at officeWorldwide
$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...Remote workFlexible hours- ...with our most complex Commercial & Investment Bank clients across the country. As a Client Success Senior Associate within the Commercial & Investment Bank (CIB) you... ...Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (KYC) teams...Work experience placementWork at office
- ...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 placementWork at office
- 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
- ...City National Bank is seeking a Client Service Associate II to manage day-to-day client interactions within the Commercial, Specialty, and Corporate Banking Divisions. This role focuses on providing operational support, resolving client inquiries, and cross-selling banking...
- ...Client Onboarding Associate Embark on a rewarding journey as a Client Onboarding Associate at JP Morgan Chase, where you'll lead the charge... ...immigration sponsorship. Chase is a leading financial services firm, helping nearly half of America's households and small...Temporary work
- ...Senior Loan Servicing Specialist In Commercial Loan Servicing Operations Join a team where rigorous servicing execution protects client outcomes and operational integrity. You will own complex transactions, lead time-sensitive escalations, and help improve processes...
- ...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 areaImmediate start
- ...Controls Execution Senior Associate Unlock your potential in a role that offers career growth and meaningful impact. Join a dynamic,... ...the firmwide operational risk and control framework across the Client Onboarding business in North America. You will partner with business...
- ...Controls Execution Senior Associate Unlock your potential in a role that offers career growth and meaningful impact. Join a dynamic,... ...the firmwide operational risk and control framework across the Client Onboarding business in North America. You will partner with business...
- 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...
$74.5k - $77.5k
...About this job: At Vanguard, we have a client-first mentality that we live and breathe... ...success." Our Client Relationship Associates fulfill our mission by helping our clients... ...* Acumen building on our products and services to equip you with the expertise necessary...
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