Client Relations Services Professional

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

dlonghi@arcgonline.com