Client Relations Services Professional
Jacksonville, FL 32256 | On-Site
ARC Group is recruiting on behalf of our client, a fast-growing Tax Resolution company in Jacksonville, FL. We are seeking a Client Relations Services Professional to support the firm's legal and tax teams by managing client communication and ensuring timely collection of critical documentation.
Position Overview:
The ideal candidate will serve as a Customer Service Representative (CSR), responsible for proactively reaching out to clients via phone, text, and email to obtain documents requested by attorneys and tax preparers. This role requires persistence, professionalism, and excellent communication skills.
Key Responsibilities:
Contact clients via phone, text, and email to request required documents
Clearly communicate what documents are needed and why they are important
Maintain and update client records in the system (CRM)
Follow up consistently to ensure timely submission of paperwork
Collaborate with internal legal and tax teams to provide status updates
Deliver high-level customer service and ensure client satisfaction
Maintain confidentiality and professionalism at all times
Qualifications:
Previous experience in customer service, client relations, or administrative support (experience in legal, tax, or financial services preferred)
Strong communication and interpersonal skills
Highly organized and detail-oriented
Comfortable making outbound calls and following up persistently
Proficient in Microsoft Office Suite and CRM systems
Bilingual (Spanish/English) is a plus but not required
Client Relations Services Professional • Jacksonville, FL, US