Seasonal Client Relationship Specialist

Proactively managing client communications, the seasonal Client Relationship Specialist will provide exceptional support throughout the virtual tax preparation process in a remote capacity, ensuring a seamless client experience and addressing any service or technical concerns. Key responsibilities Serve as the primary point of contact for clients, guiding them through the virtual tax service journey Analyze and resolve complex client issues by reviewing account history and documentation Maintain accurate documentation of client interactions within CRM systems and collaborate with cross-functional teams to meet client needs Required qualifications High school diploma or equivalent Minimum 1 year of experience in customer service or financial services, preferably in a large phone center Experience with CRM systems, including Salesforce, is preferred Demonstrated ability to manage multiple priorities in a fast-paced, remote environment Strong organizational skills and proficiency with Microsoft Office applications