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Client Service Associate

Company: Jackson Hewitt - 5317
Location: Washington
Posted on: November 22, 2021

Job Description:

The CSA will need to be able to sit at least 6 hour a day, stand for a long period of time if needed, lift no more than the equivalent of a case of paper, work on some limited but repetitive tasks such as data entry, counting papers, etc. and always maintain a professional attitude and appearance. The CSA must be: Courteous Helpful Knowledgeable Patient Attentive Respectful Confidential Independent Timely Efficient Responsibilities to include, but are not limited to and may change at any time as the need arises within the company: Multitasking Successfully perform one or more of the following tasks listed below simultaneously, and meet deadlines set by Administration Phones and Voicemail Answer a multi-line telephone system Direct calls to the appropriate person Return calls in a timely manner Take and relay messages in a timely manner Call Campaign Assist office staff with the call campaign by calling prior customers to schedule an appointment for this tax year Appointments Schedule and maintain appointments electronically Control client flow and integrate walk-ins Products and Services Provide accurate information about products and services to all customers Customer Service Associate (CSA) Use ProFiler for CSA purposes Conduct data entry interviews with clients, from start to finish Customer Service Immediately greet every person who comes in the door Always be professional and courteous with all customers Keep client information confidential and avoid any conflicts of interest Collect and distribute confidential documents (W2s, refund checks, etc.) Offer to schedule appointments for every customer who calls or comes into an office Office documents, forms and clerical support Assist office staff as needed with the management of the following office documents and forms not limited to: Customer packets and tax documents, DCRs, O copies, H copies, holds, rejects, checks, e-mail communications, office memos, Quick Start Forms, Drop Off Questionnaires, Customer Service Resolution Forms, Request for Tax Return Forms, IRS and State Notice Forms Complete temporary work assigned by the leadership Tax Office and Receptionist Area Assist office staff with keeping the tax office, receptionist area, break room and bathrooms clean (vacuum carpets, wash dishes, wipe down sink, etc.) Assist office staff with stocking supplies (refill staplers, distribute pens, change toilet paper, refill printer paper, etc.) Assist office staff with compiling a list of needed supplies as assigned Local Store Marketing Assist office staff with distributing local store marketing coupons and flyers as needed Mail and Deliveries Receive and distribute mail and deliveries to the appropriate persons Supplies Assist Office staff with distributing office supplies to the appropriate areas 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 franchisees job application process is specific to that franchisee and will not be communicated to any other entity.

Keywords: Jackson Hewitt - 5317, Pittsburgh , Client Service Associate, Other , Washington, Pennsylvania

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