Blumark Tax Advisors ยท 2 days ago
CLIENT SERVICES ASSISTANT - BAY CITY SEASONAL
Bay City, MI
Full-time
Onsite
Entry Level
1+ years expBlumark Tax Advisors is looking for a seasonal Client Experience Assistant to assist their team in Bay City. The role involves managing administrative functions within the Client Experience department and requires strong customer service skills along with organizational abilities.
Financial Services
Responsibilities
Greet and assist clients
Prepare and hand off returns to clients during tax season
Scan documents as needed
Answer BTA mainline phones
Assist with BTA Email to Case
Process mail and checks
Maintain the office and fulfill operational needs as necessary
Qualification
Required
High School diploma or GED required
Minimum 1 year of administrative experience
Exceptional communication skills, both written and verbal
Customer Service background is helpful
Demonstrable skills working with all of MS Office Suite
Strong organizational skills with the ability to work successfully against a deadline
Preferred
Working knowledge of Salesforce or other CRM is preferred
Company
Blumark Tax Advisors
No matter your path in life, one thing is common, it will involve money. Getting the most out of your income and finances is what sets us apart.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase