Client Experience I Associate- Virtual Support

Client Experience I | Virtual Support

Compensation: $15-$18/hour dependent on experience

Location: 100% remote. Candidates must reside in either: Florida - Georgia - Indiana - Iowa - Kansas - Missouri - N. Carolina - Ohio - Oklahoma - Texas - Kentucky

About the Role

As a Client Experience I, you play a vital role in delivering exceptional client support through virtual communication and task-oriented responsibilities. You focus on delivering outstanding customer service ensuring smooth workflows for project setup, document management, and ticket resolution while supporting projects and maintaining high standards of service. You work primarily in a virtual environment; you contribute to a seamless client experience through efficient queue-based work and attention to detail in electronic delivery and portal document management.

What You Will Do and Own

You'll deliver outstanding customer service to clients through every interaction to enhance the client experience and increase client satisfaction and retention.

You'll assist with the creation and organization of client projects, ensuring all necessary details and resources are properly aligned and available for successful completion.

You'll sort, organize, and process incoming and outgoing client documents through virtual systems. You ensure accuracy and timeliness in handling sensitive information, maintaining high data integrity.

You'll help resolve client questions by escalating them through the use of service tickets, phones, portals, or other virtual communication tools providing excellent customer service at all times.

You'll contribute to department-wide initiatives or one-time tasks requiring additional support. You'll take ownership of assigned responsibilities to help meet project deadlines.

You'll work closely with team members and other departments to share updates, resolve issues, and support overall client satisfaction and retention.

Who You Are

You’re comfortable working with virtual systems, portals, and digital tools, with a knack for quickly learning new technologies.

You take pride in keeping things in order, ensuring documents, projects, and tasks are accurate and complete.

You can interact professionally with clients and team members in writing and over the phone, ensuring clarity and understanding.

You are a self-starter and excel at managing and completing tasks in a structured environment, keeping productivity high while maintaining quality.

You work collaboratively, supporting your colleagues and contributing to the team’s overall success.

You are tech-savvy and know Microsoft Office suite and the ability to quickly learn new software and technology.

You show up for work on time with a positive attitude and know how to keep information confidential.

Experience and Education You Will Need

High school diploma or equivalent required.

One year of customer service experience required.

Data entry or call center experience is strongly preferred.

Experience with client relationship management software or project management software is preferred.

What's in it for You

You will join a forward-thinking team that is reshaping the future of the tax and accounting industry. With a strong commitment to diversity and inclusion, our gender-balanced leadership group reflects our belief in the power of varied perspectives to drive innovation. We help our clients optimize their financial health, enabling them to keep more, save more, and protect more of their money so they can use it for the things they care about most.

In addition to the satisfaction of aligning for a season with an organization that is changing the lives of thousands of people, there is the possibility of joining us as a full-time regular status employee, which would open up a wide array of benefits and perks. We're a team that that prioritizes trust, collaboration and having fun. We work hard and value rest. (Full-time, regular status employees enjoy a generous package of vacation and sick time, in addition to 19 paid company holidays!)

In addition, our benefits package for regular status, full-time team members includes:

+ Bonus Opportunities

+ Stock Options

+ Comprehensive Employee Benefits Package

+ 401k Program with Company Match

+Paid Volunteer Days

+ Educational/Personal Growth Reimbursement

EEO and Diversity Statement

PaulHood is an equal opportunity employer. We recruit, employ, compensate, develop, and promote without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, pregnancy, marital status, gender identity or expression, status as a veteran, or any other legally protected characteristic or activity in accordance with applicable federal, state, and local laws. If you need reasonable accommodation in the application or interview process, please tell us.

At PaulHood, we champion a vibrant workplace culture that thrives on diversity, and we do not tolerate discrimination or harassment. We are one team from many backgrounds, innovating through diversity of individuals, who are driven by a passion for creating an inclusive space for all. Believing a culture of equality creates a stronger work environment for all employees and that we are all accountable for encouraging and celebrating diverse voices, PaulHood will continue to champion a workplace culture that prizes diversity and inclusivity.

About PaulHood
Joining PaulHood is more than just accepting a job offer—it’s joining a team that prioritizes your well-being and personal growth. Enjoy a great work environment, engage in events and training programs, and advance your career. But don’t just take our word for it, see for yourself.

Apply Job!