What are the responsibilities and job description for the Client Service Representative position at TRC Talent Solutions?
Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
Summary:
Our Tax Solutions Department consistently strives for service excellence. Client Service Representatives support tax advisors and consistently deliver an exceptional tax client experience.
This position is Non-Exempt hourly position with the range $29/hour to $30.77/hour. This position will be onsite in the Vancouver, WA.
Requirements:
Delivering exceptional service experiences with every phone, video conference and face-to-face client interaction
Scheduling and confirming client appointments for the tax advisor team
Managing and reviewing calendars for tax advisors and preparing appropriate materials based on upcoming appointments
Completing all aspects of new client account onboarding
Organize and prepare client tax documents for tax advisors use in tax preparation
Assemble and deliver client tax returns
Ability to handle multiple tax advisors client list and complex service situations
Focusing on quality and accuracy of work
Suggesting and implementing process improvements
Special projects as needed
Qualifications:
Passion for excellent service and client satisfaction
Excellent verbal and written communication skills
Minimum 1 year of tax or financial services industry and client service experience preferred
Strict attention to detail
Ability to multi-task and prioritize work daily
Flexibility and embraces change
Strong organizational, problem-solving, and analytical skills
Strong team player and approachable
High degree of professionalism
Proficient with Microsoft Office applications as well as Client Relationship Management (CRM) and Document Management workflow systems; experience with Intuit Lacerte preferred
BS/BA degree preferred
Equal Opportunity Employer
Salary : $29 - $31