Client Care Representative

At TaxRise, we help individuals and families navigate some of the most stressful financial moments of their lives. As a Client Care Representative, you won’t just answer calls — you’ll be a steady, knowledgeable guide helping clients move forward with clarity and confidence. If you thrive in a fast-paced environment, enjoy structured problem-solving, and take pride in delivering high-quality service, this role offers both purpose and strong earning potential.

Responsibilities

Manage a high volume of inbound client calls with professionalism and confidence; Strive for first-call resolution whenever possible while ensuring accuracy and compliance; Respond to client emails, text messages, and occasional live chats within service level expectations; Provide clear guidance regarding required documentation and next steps; Demonstrate empathy while maintaining structure and call control; Proactively request tax-related and financial documentation; Review submitted documents for completeness and internal compliance standards; Ensure all materials are properly uploaded and organized in company CRM; Document all interactions thoroughly in CRM system; Track open communication tickets and ensure timely resolution; Collaborate cross-functionally with case managers and internal teams; Recognize when an issue requires additional support; Partner with leadership or other departments to ensure proper resolution

Requirements

3-5 years of experience in customer service, client support, call center; Comfortable handling high call volume in a structured environment; Focused on resolving client needs efficiently while maintaining service quality; Strong written and verbal communication skills; Experience working within a CRM or ticketing system; Organized, detail-oriented, and process-driven; Able to manage follow-ups and multiple open cases simultaneously

Nice to have

Experience in tax services, document processing, loan processing, or financial services is a plus but not required

Benefits

Average Monthly Bonus: $800 – $1,300; Medical, Dental, and Vision Insurance (starting after 60 days); Paid Time Off; 401(k) retirement plan with company match; Professional Development Program to support your growth; Access to our on-site gym and gaming lounge; Catered team lunches every Friday; Fun and energizing quarterly company outings; Training will be provided