Junior Client Success Specialist

Junior Client Document Specialist

Location: Onsite in Irvine, CA

Compensation: $23 per hour 

Full-time, Monday - Friday 8:00 am - 5:00 pm PST

 We’re looking for a friendly, upbeat, and bilingual rockstar to join our crew as a Junior Client Document Specialist!

This is your chance to grow your career in a lively, phone-powered role where you’ll be the friendly voice our clients look forward to hearing. You’ll help keep our tax processes running smoothly while delivering top-notch service that makes clients feel genuinely cared. If you think you can use your finesse to get the required documents to push cases forward with the Client Success Team, this position is for you! 

• You get to talk to clients every day and make their document collection smooth as butter. 
• It’s fast-paced, goal-oriented, and full of opportunities to shine.
• You’ll be surrounded by a supportive team that celebrates wins together.

• Jump on a high volume of outbound and inbound calls to collect essential tax docs from our awesome existing clients.
• You’ll switch seamlessly between English and Spanish, helping our Spanish-speaking clients feel comfortable, understood, and well taken care of. Your bilingual skills are a HUGE asset here and will be used daily! 
• Chat with clients in a warm, professional, and super-friendly way to make them smile even when talking taxes!
• Upload and organize tax & financial documents like a pro so our internal teams have everything they need.
• Educate clients on why these documents matter, answer their questions with patience, and turn “I don’t have it yet” into “Here you go!”
• Crush weekly and monthly document collection goals, and celebrate when you smash them!
• Keep accurate notes in the CRM and stay on top of your call logs.

Education

• High School Diploma or equivalent (required)
• Some college in business, communications, or related fields? That’s a bonus!

Experience

• 0–1 year in a high-volume call center or customer service role
• Comfortable with Google Sheets and basic office software

Skills & Superpowers:

• Bilingual English/Spanish. If you can confidently speak, listen, and build trust in both languages, we want you!
• Exceptional phone presence with clear speaking, great listening, and the ability to explain things simply and kindly.
• Natural at building quick rapport, staying cool under pressure, and showing real empathy.
• High emotional intelligence and self-awareness.
• Positive, client-first attitude with a drive to get results.
• Solid computer skills (Google Suite, CRM platforms, Microsoft Office).
• Strong organization, attention to detail, and basic math skills.
• Ability to multitask like a champ while keeping things accurate and confidential.

You’ll be seated for most of the day wearing a headset, working in a standard indoor call center environment with moderate noise. Must be able to occasionally lift up to 20 lbs and keep a professional appearance.

Ready to join a team that values great communication, bilingual talent, and making clients feel supported?

If you’re energetic, reliable, love talking to people, and especially if you’re confident in both English and Spanish, we’d love to have you on board!