What are the responsibilities and job description for the Client Document Specialist position at Tax Relief Advocates?
As a Client Document Specialist, you will play a crucial role in ensuring our clients have a seamless and satisfying experience. In this phone-intensive role, you will engage with a high volume of customers daily to collect essential tax and financial documents. Your efforts will directly support our teams in quickly and effectively addressing client cases, all while delivering top-notch service and building strong, positive relationships with our clients.
Key Responsibilities:
- Handle a high volume of outbound calls using a dialer system.
- Engage with customers in a professional, friendly, and client-obsessed manner.
- Educate clients on the importance of document submission and address any questions or concerns.
- Successfully collect required client documents to meet and exceed weekly and monthly goals.
- Work collaboratively with team members to achieve overall company objectives.
Skills and Requirements:
- Proven ability to open and initiate conversations that lead to results.
- Exceptional communication and interpersonal skills with a client-first mindset.
- Ability to build rapport quickly, stay calm under pressure, and demonstrate empathy and patience.
- Motivated by targets and achieving commission-based incentives.
- Proficiency with dialer systems, CRM software, and basic computer applications.
Experience:
- Minimum 1 year in a high-volume call center or customer service environment.
What We Offer:
- Commission on each document collected.
- A supportive team environment with opportunities for growth.
- Comprehensive training to ensure your success in the role.
Position Type: Full time, 40 - 45 hours per week
Pay: $27 per hour
Salary : $27
