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PaulHood · 2 weeks ago

Seasonal Client Experience 1 Associate

Jefferson City, MO

Full-time

Onsite

Entry Level

1+ years exp

PaulHood is transforming the mid-market CPA industry with an innovative membership model providing expert tax and financial guidance. They are seeking a Seasonal Client Experience I to support day-to-day service needs, assist with onboarding, and ensure a positive client experience.

AccountingConsultingFinancial Services

Responsibilities

Assist with onboarding

Maintain ongoing member relationships

Ensure clients feel the value of their membership at every touchpoint

Help resolve basic issues

Support client inquiries

Identify opportunities to connect members with additional services aligned with their goals

Perform scheduling, document preparation and scanning, resource coordination, taking client payments, and other administrative duties to ensure positive client interactions and operations

Serve as a client advocate

Be adaptable, ready to learn new processes, have empathy for clients, and take responsibility to ensure your tasks are completed timely

Be a main point of contact in-office for addressing client needs and developing relationships through in-person interactions, phone, email, service tickets, etc

Manage accurate client data and documentation utilizing the PaulHood’s software, tools, and technology

Learn about different tax entities as well as how to assemble and review tax and invoice information with clients

Learn how to look into complicated statements and billing issues, knowing when to ask for help or escalate to more experienced staff