Client Onboarding Specialist

$39,520 - $41,600/Yr

Taxrise - Irvine, CA

Full-time - Entry Level

Irvine, CA

Professional, Scientific, and Technical Services

About the position

The Client Onboarding Specialist at TaxRise plays a crucial role in ensuring a smooth onboarding experience for new clients. This position involves conducting welcome calls, setting expectations, and assisting clients in navigating the client portal. The specialist will be the first point of contact for clients requiring tax preparation, providing exceptional customer service and support throughout the onboarding process.

Responsibilities

• 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 and understand the entire resolution client journey.
• Intake tax filing information required to prepare taxes for unfiled years.
• Coordinate with Tax Preparation Administrators to ensure all required tax filing information has been collected before moving the case forward to the case manager.
• Identify opportunities to improve the onboarding process and suggest solutions to management to increase efficiency and effectiveness.
• Collaborate with the team to develop, use, and maintain communication templates for contacting 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 in registering and navigating through the client portal.
• Perform other essential job functions as required or assigned.

Requirements

• 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.

Benefits

• 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