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Client Care Specialist (FT)
$69k-88k (estimate)
Full Time 5 Months Ago
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Safeway Tax Relief is Hiring a Client Care Specialist (FT) Near Irvine, CA

Job Title: Client Care Specialist.
Job Overview:
We are seeking a dedicated and client-focused individual to join our tax firm as a Client Care Specialist. In this role, you will be responsible for ensuring exceptional customer service and satisfaction for our clients. The ideal candidate will have excellent communication skills, a strong attention to detail, and a genuine commitment to helping clients navigate their tax-related concerns.
Responsibilities:
Client Communication:
  • Act as the primary point of contact for clients, addressing inquiries via phone, email, or in-person.
  • Provide clear and concise information about our tax services, processes, and relevant updates.
  • Ensure timely and accurate responses to client queries, demonstrating a commitment to exceptional client service.
Client Onboarding:
  • Assist clients with the onboarding process, collecting necessary documentation, and guiding them through the required procedures.
  • Collaborate with other departments to ensure a smooth transition for clients joining our services.
Appointment Scheduling:
  • Coordinate and schedule appointments for clients to meet with tax professionals.
  • Manage calendars efficiently, ensuring optimal scheduling and minimizing conflicts.
  • Documentation and Recordkeeping:
  • Maintain accurate and organized client records, ensuring all necessary documents are collected and filed appropriately.
Issue Resolution:
  • Address and resolve client concerns or issues promptly and effectively.
  • Collaborate with internal teams to find solutions and prevent recurrence of problems.
Client Education:
  • Provide basic information and guidance to clients on tax-related matters, helping them understand key concepts and requirements.
Client Feedback and Satisfaction:
  • Collect and analyze client feedback to identify areas for improvement and enhance overall client satisfaction.
  • Work towards building long-term relationships with clients by ensuring their needs are met and expectations exceeded.
Collaboration:
  • Collaborate with tax professionals, accountants, and other team members to ensure a seamless client experience.
  • Participate in team meetings and training sessions to stay informed about updates in tax laws and procedures.
Qualifications:
  • Excellent communication and interpersonal skills.
  • Strong organizational and multitasking abilities.
  • Detail-oriented with a high level of accuracy.
  • Ability to work effectively under pressure and meet deadlines.
  • Proficient in using office software and customer relationship management (CRM) tools.
  • Previous experience in client services or a related field is a plus.
Join our dynamic tax firm and play a crucial role in providing outstanding client care as we help individuals and businesses navigate the complexities of taxation. If you are a proactive and client-focused professional, we would love to hear from you.

Job Summary

JOB TYPE

Full Time

SALARY

$69k-88k (estimate)

POST DATE

12/15/2023

EXPIRATION DATE

06/05/2024

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The following is the career advancement route for Client Care Specialist (FT) positions, which can be used as a reference in future career path planning. As a Client Care Specialist (FT), it can be promoted into senior positions as a Client Service Specialist IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Care Specialist (FT). You can explore the career advancement for a Client Care Specialist (FT) below and select your interested title to get hiring information.

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If you are interested in becoming a Client Care Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Care Specialist for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

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A Client Services Specialist also assists Account Managers to ensure a high level of customer service.

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Perform other administrative duties as required to build business for clients.

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Care specialists help organize and process paperwork to ensure patients receive the care they need.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Care Specialist jobs

Have a clear escalation pathway.

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Step 3: View the best colleges and universities for Client Care Specialist.

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