Customer Service Representative

15 Jan 2022
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Here at Optima Tax Relief, we value talented, passionate people who share our enthusiasm for helping others, and doing the right thing. We are the leading tax resolution firm in the nation, and we are proud to foster an environment that is dedicated to supporting both our clients and our workforce. Come see what it means to be an Optimian!WHY OPTIMA TAX RELIEF?

  • Strong Corporate Culture: Community Outreach, Interactive Wellness Program, quarterly off-site events…There’s always something to look forward to!
  • Ethical Work is conducted with the Highest Level of Integrity…always.
  • Investment in our employees’ development, professional growth, and potential career advancement!
  • We are constantly looking for ways to get better, be innovative, and remain the leaders in our industry!

Primary ResponsibilitiesThe Customer Service Team aims to provide Optima Tax Relief (“Optima”) clients with an excellent experience to continue to build value and confidence in the Optima brand. The ultimate goal is to enhance client satisfaction and build relationships with Optima’s clients. To this end, the Customer Service Team treats each customer in a professional, courteous, respectful, and ethical manner. Team members are trained to actively listen to the client’s needs and to respond appropriately. All this is done while ensuring compliance with Federal/State disclosure requirements and explanatory statements.As a liaison between Optima Tax Relief, LLC Clients and Servicing Department, the Customer Service Representative III will be relied upon to answer inbound calls from clients for status updates. The incumbent will communicate in an open, helpful and engaging tone to answer client's frequently asked questions. Additionally, this position will work with various teams to address client concerns in a high-volume professional environment!
  • Collect on outstanding document requests required to properly service a client’s case
  • Respond to inquiries from existing clients and receive inbound calls for status updates
  • Act as liaison between client and the Case Manager or the Tax Preparer assigned
  • Use time management skills to prioritize daily workload and calls received
  • Provide outstanding customer service through first call resolution Performs other duties as assigned.
WHAT WE NEED
  • High school diploma or equivalent education required
  • 1- 2 (preferred) plus year’s relevant experience.
  • Strong interpersonal, written and verbal communication skills.
  • Type a Minimum of 35 WPM
  • Client Focus, High Sense of Urgency, and Professionalism
  • Team Player Strong Work Ethic and Commitment to Excellence
WHAT WE CAN OFFER
  • $16 Hourly Rate
  • Medical, Dental, Vision, Supplemental Insurance
  • 401K and Company Match Plan
  • Tuition Reimbursement Program
  • Hardship Program
  • Paid Time Off (Vacation, Sick, Holiday and Optional Holidays)
  • Career Opportunities
  • Award Winning Work Culture!'

  • ID: #31650926
  • State: California Santaana 92701 Santaana USA
  • City: Santaana
  • Salary: $15 - $16
  • Job type: Permanent
  • Showed: 2022-01-15
  • Deadline: 2022-03-13
  • Category: Customer service
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