Entry Level Customer Service Associate

Skills
AccountingBookkeepingCustomer Relationship ManagementCustomer ServiceCustomer SupportFinanceHelp Desk Support
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • Minimum Associate’s Degree or 2 years of college in a business-related field preferred
  • Basic understanding of tax accounting and audit principles
  • Proficiency in computer and internet skills including Microsoft Office
  • Strong written and verbal communication skills
  • High commitment to customer service
  • Ability to diffuse customer complaints
  • Strict security and confidentiality of product and customer data

Nice to have

  • Detail-oriented
  • Collaborative
  • Fast-paced adaptability
  • Customer-focused

Day to day

  • Provide responsive support to business and individual tax software clients through phone chat and email.
  • Investigate moderate and complex customer issues using internal guides databases and support tools and escalate when needed.
  • Accurately log interactions identify recurring problems and contribute to testing training and process improvement efforts.