Customer Service (Finance)

We are Jackson Hewitt, Working Hard for the Hardest Working. In a world where the hardest working Americans are strapped for both time and money, Jackson Hewitt is on a mission to be their advocate. For our clients, the tax return is the most important financial event of the year, and the biggest paycheck many will receive. We want to help them get their maximum refund, faster, and with fewer associated fees.

Customer Service- Greeter serves as the face of the Jackson Hewitt brand during periods of high client traffic/demand. This position interacts with and engages potential and existing clients by conversing and reviewing marketing materials to create interest in making tax preparation appointments. This role also supports other operational tasks such as appointment scheduling, answering the phone, and check distribution, when appropriate, to foster a positive and efficient client experience.

Responsibilities

• Greets all potential clients with a friendly and professional demeanor
• Engages in conversation with potential clients to share information about Jackson Hewitt's services, products and promotions
• Offers promotional items to potential clients by walking the store floor (for our vendor partners) or marketing to other local businesses near storefronts
• Assists with scheduling tax preparation appointments
• Monitors client flow at the location and keeps clients engaged during periods of wait time
• Monitors client activity and takes initiative to answer phones or assist with check distribution by following established procedures when Tax Preparers are with other clients

Requirements

• High School Diploma/ GED, or equivalent related business experience
• Good interpersonal and communication skills