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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer service within the tax and financial services industry, with a strong focus on problem-solving, communication, and member education. Proficient in managing inquiries and maintaining accurate records while staying updated on tax laws and financial products.
Highest-signal resume keywords
Customer Service ExperienceTax Filing ProcessesCRM System ProficiencyFinancial Services KnowledgeStrong Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Tax FilingAccount ManagementFinancial PlanningProblem-SolvingAttention to Detail
Soft Skills
EmpathyProfessionalismMultitasking
Tools & Technologies
CRM SystemsMicrosoft OfficeCustomer Service Software
Industry Keywords
Tax LawsFinancial ServicesMember InquiriesRefundsDeductions
About the role
Key responsibilities & impact- Respond to member inquiries via phone, email, and online chat
- Assist with tax-related questions, including general tax filing, refunds, and deductions
- Support financial services inquiries involving account management, payments, and financial planning
- Resolve member concerns with accurate information and appropriate solutions
- Educate members on tax and financial products, services, and resources
- Set up, update, and troubleshoot member accounts
- Track and follow up on member issues for timely resolution
- Collaborate with tax professionals and financial advisors
- Maintain current knowledge of tax laws, financial services, and company policies
- Document member interactions and maintain CRM records
- Participate in ongoing training
Requirements
What you’ll need- High school diploma or equivalent
- 1+ years of experience in customer service, preferably in the tax or financial services industry
- Familiarity with tax filing processes, financial accounts, and investment services is preferred
- Strong written and verbal communication skills
- Proficiency using CRM systems, Microsoft Office, and customer service software
- Ability to handle multiple inquiries in a fast-paced environment
- Problem-solving skills with attention to detail and accuracy
- Strong customer service orientation focused on professional and empathetic issue resolution
- Travel and overtime availability is required
Benefits
Comp & perks- Ongoing training to improve service delivery and product knowledge
- Travel and overtime availability