Client Associate jobs in Scranton, PA

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Client Service Associate
  • Jackson Hewitt - 3555
  • Dunmore, PA PART_TIME
  • At Jackson Hewitt, and its Franchisees, we provide an invaluable service in guiding our clients through the tax codes, rules, and processes. We do this with integrity, quality, and consistency. This is something that the vast majority of taxpayers don’t receive from DIY or other assisted providers. We take pride in that. The role you play is critical to our success and together we are “Working Hard for the Hardest Working Americans”. This is our mission and it’s a large part of why we work here. Together we are highly passionate about what we do, and how we can help our clients.
    Doing taxes is much more than filling in some forms. For most Americans, their tax return is the biggest single financial event of the year, and it can be quite an emotional experience. That’s where you come in! We are here to ease their stress and provide expert customer service and tax knowledge.
     
    Flexible Schedules Available:
    • Day shift
    • Night shift
    • Weekends
    • Weekdays
    • Full-time or Part-time
     
    Are you:
    • Looking to learn a new career and break into the tax industry?
    • Someone who has gaps in their work history or is looking to boost their skills and resume?
    • Someone who has been out of the workforce over the last year while at home with family?
    •  New to the workforce or with limited experience/education, but a willingness to learn?
    • Retired and want to continue to make an impact?
    • Someone without a college diploma? No problem!
    • A Veteran or military personnel transitioning from the service?
    • Part of a military family that moves often with deployments?
    • A recent college graduate or current college student?
    • A stay-at-home parent who needs a flexible work schedule?
    • A gig worker or looking to add a second income?
    • Bilingual? Bilingual candidates are highly encouraged to apply!
     
    What you’ll do here:
    The Seasonal Client Service Associate supports the district with a variety of duties to include greeting clients, scheduling appointments, marketing to local businesses, and tech set-up. The position coordinates client flow and assists in preliminary data entry and document collection to support an efficient and positive tax preparation experience. This position has access to and regularly works with information of a sensitive, highly confidential nature. This position promotes the Jackson Hewitt brand through the delivery of superior customer service.
    • Greets all potential clients with a friendly and professional demeanor.
    • Engages in conversation with potential clients to share information about Jackson Hewitt’s services and promotions.
    •  Quickly and accurately verifies and enters customers’ personal and Form W-2 information into Jackson Hewitt’s proprietary software.
    • Assists with scheduling tax preparation appointments.
    • Monitor client flow at the location and keep clients engaged during periods of wait time.
    • Monitor client activity and take initiative to answer phones and resolve client issues.
    • Meets set-up deadlines to ensure office locations meet brand/marketing appearance standards in time for office openings.
    • Provides equipment service at Jackson Hewitt locations to assemble, repair, or teardown furniture, computers, tech, or kiosk components using hand tools.
    • Assists in maintaining a clean and inviting workplace, this may include removal of trash, vacuuming or sweeping, cleaning counters, cleaning glass, etc.
    • Assist leadership in marketing and recruitment efforts, as needed.
     
    Skills you’ll bring for success:
    • Good interpersonal and communication skills.
    • Demonstrated ability in working in a high-volume retail environment preferred.
    • Basic knowledge of computer functions required to include setup of office computer systems and the ability to troubleshoot issues.
    • Customer service or sales experience preferred.
    • Reliable transportation and a valid driver's license and insurance are preferred.
    • High School Diploma/GED or equivalent related business experience preferred.
     
  • 2 Months Ago

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Banking Client Specialist
  • Mosaic Partners
  • Scranton, PA FULL_TIME
  • Top Tier Investment Banking firm looking for Bank Products Client professionals to join their growing team. This is an excellent opportunity to be responsible for connecting clients with the breadth o...
  • 13 Days Ago

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Fraud Client Services Representative
  • Bank of America
  • Scranton, PA FULL_TIME
  • Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
  • 5 Days Ago

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Client Implementation Manager - Distribution
  • Berkshire Hathaway GUARD Insurance Companies
  • Wilkes Barre, PA FULL_TIME
  • Overview Client Implementation Manager - Distribution Location: We are looking to fill this role in Wilkes-Barre, PA, Philadelphia, PA, Chicago, IL, Dallas, TX, Atlanta, GA, or Parisppany, NJ. The Sr....
  • 6 Days Ago

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Client Implementation Manager - Distribution
  • Berkshire Hathaway GUARD Insurance Companies
  • Barre, PA FULL_TIME
  • Overview: Client Implementation Manager - Distribution Location: We are looking to fill this role in Wilkes-Barre, PA, Philadelphia, PA, Chicago, IL, Dallas, TX, Atlanta, GA, or Parisppany, NJ. The Sr...
  • 6 Days Ago

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Client Services Representative
  • TEKsystems
  • Wilkes Barre, PA FULL_TIME
  • Client Services RepresentativeDescription:Maintaining industry leading service standards by providing prompt service and one call resolution. Availability and dependability to multitask between system...
  • 9 Days Ago

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0 Client Associate jobs found in Scranton, PA area

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Customer Support Specialist
  • Hydra-Tech Pumps
  • Nesquehoning, PA
  • Job Description Job Description We're seeking a dynamic individual to join our client's team as a Customer Support Speci...
  • 4/19/2024 12:00:00 AM

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Hybrid Customer Care Specialist - Wilkes-Barre, PA
  • Navient Corp
  • Wilkes Barre, PA
  • Are you passionate about helping others? If so, we want you on our team! Navient is looking for team members who will pr...
  • 4/19/2024 12:00:00 AM

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Facilities - CM Senior Project Manager
  • Johnson, Mirmiran, and Thompson Inc.
  • Scranton, PA
  • Johnson, Mirmiran & Thompson is a dynamic, 100% employee-owned consulting firm of more than 2,000 professionals that pro...
  • 4/19/2024 12:00:00 AM

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Beauty Consultant - Viewmont Mall
  • JC Penney
  • Scranton, PA
  • Beauty Consultant - Viewmont Mall Location: Scranton, PA, United States - Viewmont Mall 80 Viewmont Mall Job ID: 1112809...
  • 4/19/2024 12:00:00 AM

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FOOD SERVICE WORKER (FULL AND PART-TIME)
  • Morrison Healthcare
  • Scranton, PA
  • **FOOD SERVICE WORKER (FULL AND PART-TIME)** * We are now hiring for a full and part-time **FOOD SERVICE WORKER** positi...
  • 4/19/2024 12:00:00 AM

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Case Manager- Independent Living
  • Employment Opportunity & Training Center of NE PA
  • Scranton, PA
  • Position Title: Case Manager- Independent Living Location: Scranton, Pennsylvania Employment Type: Full-Time Minimum Exp...
  • 4/18/2024 12:00:00 AM

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Sales Representative - Remote
  • InsuraTec Services Group
  • Scranton, PA
  • Sales Representative - Remote Company: InsuraTec Services Group Location: Remote About Us: InsuraTec Services Group is a...
  • 4/16/2024 12:00:00 AM

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Wait Staff Lead - University of Scranton
  • Aramark
  • Scranton, PA
  • Job Description The Wait Staff Lead position is vital to achieving excellent guest service and executing catering events...
  • 3/22/2024 12:00:00 AM

Scranton is the sixth-largest city in the Commonwealth of Pennsylvania. It is the county seat and largest city of Lackawanna County in Northeastern Pennsylvania's Wyoming Valley and hosts a federal court building for the United States District Court for the Middle District of Pennsylvania. With a population of 77,291, it is the largest city in the Scranton–Wilkes-Barre–Hazleton, PA Metropolitan Statistical Area, which has a population of about 570,000. The city is conventionally divided into 7 districts: North Scranton, Southside, Westside, East Scranton (Hill Section), Central City, Minooka, ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Associate jobs
$50,165 to $65,774
Scranton, Pennsylvania area prices
were up 1.5% from a year ago

Client Associate
Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, and client-specific requests at various custodians (.
October 26, 2022
Monitors and proactively communicates on-going issues that impact customer satisfaction and helps ensure timely resolution.
November 22, 2022
Actively supports our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions.
January 22, 2023
Build solid working relationships with team members, acting as a resource for others whenever possible.
March 03, 2023
Manages a large amount of inbound calls or chats in a timely manner related to at least five major areas of the eMoney platform.
April 05, 2023
Works within matrix cross-functional teams to sustain and improve internal processes and procedures.
April 17, 2023
Understand client issues, be responsible for providing timely follow-up to clients and be accountable for client satisfaction through the ownership of the problem.
April 24, 2023
Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
May 02, 2023
Demonstrate service delivery excellence by fielding client calls, supporting product transactions, answering questions and finding resolutions to service related issues.
May 06, 2023
Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.
May 18, 2023