Client Service Representative

Hiring for Kelowna offices

Seasonal position - Starting immediately ending May 2, 2022. May be opportunities to work year round.

Full time and Part time. Very flexible.

Job Description

The Client Service Professional is responsible for ensuring that each client receives the best possible care and attention. This is achieved by greeting/acknowledging each client, identifying his/her needs, and providing prompt and accurate information, while maintaining a pleasant and professional atmosphere.

The Client Service Professional duties include :

Greets and welcomes each client.
Determines the client's service needs and assigns the client to an appropriate Tax Professional
Answers the telephone in a professional manner, providing callers with basic information about services and fees when requested.
Receives and secures cash, cheques, debit/credit card receipts, and balances the cash as part of the mid-day or end-of-the-day closing procedures.
Records all transactions in the Point-of-Sale computer and completes bank deposits in accordance with the District Manager's instructions.
Schedules client appointments
Maintains proper office appearance and cleanliness.

Minimum Qualifications

High school diploma or equivalent
Previous experience in a customer service environment preferred.
Previous experience processing payments in various forms
Ability to operate a computer and applicable software packages.

Please send resumes to:
[email protected]