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The Call Center Representative plays a critical role in delivering exceptional service to our clients and ensuring that their needs are met with precision and professionalism. You will be the primary point of contact for clients, managing relationships and providing expert guidance to resolve their tax inquiries effectively.
Job Responsibility:
Handle a high volume of incoming calls
Contact clients via phone and email to gather required documents
Respond to client emails and text messages
Assist in live chat when needed
Utilize ticketing system within the CRM to track open and unanswered emails and text messages
Accurately close or disposition each ticket for reporting purposes
Handle all client interactions with professionalism, courtesy, and empathy
Provide clear instructions and guidance to clients on required documentation
Problem-solving skills to address client concerns
Request and gather required tax-related documents from clients
Review submitted documents for accuracy and completeness
Identify missing or incomplete information and follow up with clients promptly
Assist case managers requesting and processing required documents
Accurately update the CRM system with detailed notes on client interactions, document submissions, and case progress
Collaborate with colleagues, support staff, and managers
Help other departments with projects and/or communication campaigns
Requirements:
Previous experience in a client care or customer service role
Previous experience in document coordination, loan processing, or a similar administrative role
Excellent written and verbal communication skills with professional phone etiquette
Proficiency in using CRM systems or document management tools
A willingness to learn, adapt, and consistently uphold high standards of professionalism and client care
Nice to have:
Experience in the tax resolution industry
Tax-related experience
Knowledge of tax relief processes
What we offer:
$500 Sign-On Bonus
Monthly bonus based on individual performance
Medical, Dental, and Vision Insurance (starting after 60 days)