Customer Service Associate

at  Fernhill Tax and Advisory

EXCEPTIONAL CUSTOMER SERVICE IS YOUR TOP PRIORITY. YOU DISPLAY PROFESSIONALISM AND CALMNESS AT ALL TIMES AND HAVE THE ABILITY TO DE-ESCALATE VOLATILE SITUATIONS.

• Manage number of clients who come into the store at one time
• Call clients and make appointments for them to come into the store
• Greet the Client
• Take client documents, get the client to complete and sign all forms, talk about the 10-Year Tax Review. Ask about the complexity of the return
• Maintain a log of tax file status
• Make an appointment for the client to come back to get the completed return or get their email to send the documents by DocuSign and receive payment by e transfer
• Scan the documents, save to network drive
• Place all documents in an envelope, complete the outside of the envelope.
• to set appointments to being in tax docs and to collect tax docs
• Handle client inquiries or take messages for the tax preparer
• Handle client complaints or take messages for the tax manager
• Manage the telephone system, answering calls, forwarding calls
• Manage Google Reviews and respond to reviews
• Manage Google Office hours
• Manage Social Media accounts
• Manage all filing in the filing cabinets
• Ensure the office always looks clean and organized
• Attend all training on systems and products
• Encourage clients to give us a positive review on Google
• Professional Business casual attire, and properly groomed
• Other Adhoc services as per the discretion of the management.
  Job Type: Full-time
  Pay: $18.00-$20.00 per hour
  Expected hours: 40 per week

Shift:

• 8 hour shift

Work days:

• Monday to Friday
• Weekends as needed

Work Location: In perso

Please refer the Job description for details