What are the responsibilities and job description for the Welcome Call Coordinator position at Guardian Tax?
🚨 Now Hiring: Welcome Call Coordinator 🚨
Pay: $18–$20/hour
Location: Irvine, CA | In-Office Only
Join Guardian Tax Today!
Are you ready to be the first voice of confidence and support for our new clients? If you love setting people up for success, delivering outstanding service, and being part of a fun, fast-paced environment — this is the perfect opportunity for you!
About the Role:
As a Welcome Call Coordinator, you'll be the essential first step in our clients’ journey to financial freedom. You'll conduct welcome calls, verify client information, and update records in our CRM (Logic) — all while creating a seamless, positive start to their experience with us. You’ll also handle live transfers from our sales team, ensuring that every new client feels supported and confident from day one.
Think of this position as the ultimate “Success Set-Up" — laying the groundwork for every client’s positive outcome!
What You’ll Do:
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Conduct welcome calls with new clients to guide them through next steps.
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Take live transfers from the sales team and ensure smooth handoffs.
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Verify, update, and maintain client information accurately in Logic CRM.
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Provide friendly, clear communication to put clients at ease.
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Be a positive first impression that helps drive client success from day one.
What We're Looking For:
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1 year Call Center Customer Service experience (debt settlement, student loans, car warranty, or similar industries a plus).
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Tech-savvy with G Suite, Microsoft Office, and CRM systems (Logic experience is a plus, but not required).
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Strong communication skills — you’re clear, personable, and professional over the phone.
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Detail-oriented — accuracy matters when setting up client success!
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A team player who thrives in a fast-paced environment with upbeat energy.
Why You'll Love Working Here:
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Fun Environment: Music in the office, indoor/outdoor game rooms, and a great team vibe.
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Work-Life Balance: Monday–Friday, 8 AM to 5 PM schedule.
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Wellness Perks: Free gym membership to keep you feeling your best.
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Comprehensive Benefits: Medical, dental, and vision insurance, plus bonus pay opportunities.
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Growth Opportunities: We’re expanding — be part of a company where new opportunities open up all the time!
Important:
This is a full-time, in-office position at our Irvine, CA location. Remote work is not available.
If you're ready to be the voice of success for our clients — and be part of a company that knows how to work hard and play hard — hit apply now!
Salary : $18 - $20
