PaulHood · 17 hours ago
Seasonal Client Experience Associate
United States
Full-time
Remote
Entry Level
$18/hr - $21/hr
1+ years expPaulHood is transforming the mid-market CPA industry with a modernized membership model. They are seeking a Seasonal Client Experience Associate to support day-to-day service needs of members, ensuring a client-first experience and assisting with onboarding and ongoing relationships.
AccountingConsultingFinancial Services
Responsibilities
You deliver outstanding customer service to clients through every interaction to enhance the client experience and increase client satisfaction and retention
You execute consistent, positive customer service to clients and assist with the creation and organization of client projects, ensuring all necessary details and resources are properly aligned and available for successful completion
You sort, organize, and process incoming and outgoing client documents through virtual systems
You ensure accuracy and timeliness in handling sensitive information, maintaining high data integrity
You resolve client issues through the use of service tickets, phones, portals, or other virtual communication tools providing excellent customer service at all times
You escalate complex issues to the appropriate staff or department as needed
You manage the electronic delivery of documents, ensuring clients have access to necessary files through the client portal
Assist with troubleshooting portal access or document-related concerns
You prioritize and complete tasks assigned through a virtual que system, maintaining productivity and focusing on client-centered results
You contribute to department-wide initiatives or one-time tasks requiring additional support
You take ownership of assigned responsibilities to help meet project deadlines
You work closely with team members and other departments to share updates, resolve issues, and support overall client satisfaction and retention
Qualification
Required
High school diploma or equivalent required
One Year Of Customer Service Experience Required
You deliver outstanding customer service to clients through every interaction to enhance the client experience and increase client satisfaction and retention
You execute consistent, positive customer service to clients and assist with the creation and organization of client projects, ensuring all necessary details and resources are properly aligned and available for successful completion
You sort, organize, and process incoming and outgoing client documents through virtual systems
You ensure accuracy and timeliness in handling sensitive information, maintaining high data integrity
You resolve client issues through the use of service tickets, phones, portals, or other virtual communication tools providing excellent customer service at all times
You escalate complex issues to the appropriate staff or department as needed
You manage the electronic delivery of documents, ensuring clients have access to necessary files through the client portal
Assist with troubleshooting portal access or document-related concerns
You prioritize and complete tasks assigned through a virtual que system, maintaining productivity and focusing on client-centered results
You contribute to department-wide initiatives or one-time tasks requiring additional support
You take ownership of assigned responsibilities to help meet project deadlines
You work closely with team members and other departments to share updates, resolve issues, and support overall client satisfaction and retention
You love delivering outstanding customer service and value developing long-lasting relationships with clients
You're comfortable working with virtual systems, portals, and digital tools, with a knack for quickly learning new technologies
You take pride in keeping things in order, ensuring documents, projects, and tasks are accurate and complete
You can interact professionally with clients and team members in writing and over the phone, ensuring clarity and understanding
You are a self-starter and excel at managing and completing tasks in a structured environment, keeping productivity high while maintaining quality
You work collaboratively, supporting your colleagues and contributing to the team's overall success
You are tech-savvy and know Microsoft Office suite and the ability to quickly learn new software and technology
You show up for work on time with a positive attitude and know how to keep information confidential
Preferred
Data entry or call center experience is strongly preferred
Experience with client relationship management software or project management software is preferred
Company
PaulHood
Helping people who deserve better take control of their financial future: transforming once-a-year tax prep into year-round financial confidence so families, businesses, and legacies can thrive for generations.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Ginny Morgan, MBA
Chief Operating Officer
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