Tax Relief Advocates
Junior Client Success Specialist
Irvine, CA · Junior · Full-time
Sponsorship not specifiedDetected 71 days ago
CRMOutbound SalesCustomer SupportCommunicationMicrosoft Office
About the role
- This is your chance to grow your career in a lively, phone-powered role where you'll be the friendly voice our clients look forward to hearing.
- You'll help keep our tax processes running smoothly while delivering top-notch service that makes clients feel genuinely cared.
- Experience - 0-1 year in a high-volume call center or customer service role - Comfortable with Google Sheets and basic office software Skills & Superpowers: - Bilingual English/Spanish.
Responsibilities
- Upload and organize tax & financial documents like a pro so our internal teams have everything they need.
- Educate clients on why these documents matter, answer their questions with patience, and turn "I don't have it yet" into "Here you go!"
- Crush weekly and monthly document collection goals, and celebrate when you smash them!
- Positive, client-first attitude with a drive to get results.
- We're looking for a friendly, upbeat, and bilingual rockstar to join our crew as a Junior Client Document Specialist!
- You get to talk to clients every day and make their document collection smooth as butter.
- Bilingual English/Spanish. If you can confidently speak, listen, and build trust in both languages, we want you!
- Natural at building quick rapport, staying cool under pressure, and showing real empathy.
Requirements
- High School Diploma or equivalent (required)
- 0-1 year in a high-volume call center or customer service role
- Must be able to occasionally lift up to 20 lbs and keep a professional appearance.
- If you think you can use your finesse to get the required documents to push cases forward with the Client Success Team, this position is for you!
Nice to have
- Some college in business, communications, or related fields?
Skills
- Exceptional phone presence with clear speaking, great listening, and the ability to explain things simply and kindly.
- High emotional intelligence and self-awareness.
- Solid computer skills (Google Suite, CRM platforms, Microsoft Office).
- Strong organization, attention to detail, and basic math skills.
- Ability to multitask like a champ while keeping things accurate and confidential.
Compensation
- Compensation: $23 per hour
Benefits
- That's a bonus!
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This listing is sourced directly from Tax Relief Advocates's careers page and normalized into a canonical job model.