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Client Onboarding Specialist - Irvine, United States - TaxRise
Description
*INTRO TO TAXRISE:*
At TaxRise, our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do.
When you join us, you're not just becoming part of a company; you're joining a movement. We're a team that thrives on celebrating successes and making a genuine impact on people's lives. We're proud to be the fastest-growing company in our industry, and we're on the lookout for exceptional individuals to help us continue our journey of transformation.
If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team thats reshaping the future of tax resolution.
*ABOUT THE ROLE:*
The Onboarding Specialist will be responsible for onboarding clients, conducting welcome calls, setting expectations, and ensuring clients have registered and logged into the client portal. As an Onboarding Specialist, youll be a first point-of-contact with newly signed up clients requiring tax preparation and responsible for providing best-in-class experience with every client interaction. The ideal candidate for this role will possess exceptional customer services skills, excellent communication, time management, and is someone who enjoys working in a fun, inclusive, and fast-paced environment.
*WHAT YOULL DO:*
Follow-up with clients that have not completed the virtual onboarding
Call clients as necessary to ensure they have successfully logged into their client portal, understand the entire resolution client journey and intake their tax filing information required to prepare their taxes for unfiled years
Coordinate with Tax Preparation Administrators to ensure all require tax filing information has been collected prior to moving the case forward to case manager
Identify opportunities to improve the onboarding process and suggest solutions to management in order to increase efficiency and effectiveness.
Collaborate with team to develop, use and maintain communication templates to contact clients regarding their tax filing information
Correspond with clients requiring additional clarification of tax filing information as necessary
Update CRM with proper notes and change case status according to company protocol and procedures
Provide clients support registering and navigating through the client portal
Perform other essential job functions as required or assigned
*WHAT YOULL NEED TO HAVE:*
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Excellent written and verbal communication skills
Experience delivering best-in-class customer service
Ability to work independently and as part of a team
Self-motivated and able to take initiative
Comfortable in a client-facing role
Ability to maintain energy, enthusiasm and commitment while completing daily tasks and maintaining minimum talk-time
Ability to interact effectively and professionally with employees at all levels in the organization
Proficient in Microsoft Office Suites, Excel, Google Gmail, Calendly and internal communication software
High school diploma or equivalent
Minimum two years experience in an administrative support, customer service, or other client facing role
We understand potential comes in many forms. Even if you dont check every box, we still encourage you to apply; we consider all qualified candidates.
*WHAT WE OFFER:*
Medical, Dental, Vision and other auxiliary benefits after 60 days
401(k) retirement
Professional Development Program
Catered meals every Friday
Quarterly company outings
Fun, energetic and inclusive culture
On-site gym
Access to game room
*PAY RANGE: *$ $20.00 per hour
The above-range represents TaxRises current good-faith pay scale for this role. TaxRise reserves the right to modify or update this range at any time.
At TaxRise, were proud to be an equal opportunity employer. We realize the key to creating a company with world-class culture and employee experience comes from who we hire and creating a workplace that celebrates everyone.
We provide equal employment opportunities (EEO) to all without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
TaxRise is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know.
Job Type: Full-time
Pay: $ $20.00 per hour
Expected hours: 40 per week
Benefits:
401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Professional development assistance
Referral program
Vision insurance
Experience level:
1 year
Shift:
8 hour shift
Day shift
Weekly day range:
Monday to Friday
Work setting:
In-person
Work Location: In person
