Customer Service Representative

Act as the primary point of communication with clients, proactively updating and coordinating with Case Managers and Tax Professionals to keep cases moving forward. Deliver exceptional client service by professionally handling inbound and outbound calls, answering questions, and providing timely updates. Conduct outbound outreach to request important case documents and information from clients while staying highly organized by prioritizing tasks, managing case files, and ensuring all documentation is accurate and up to date. Review, edit, and upload client documents efficiently into our systems. Help real people escape financial stress and rebuild their lives within a rapidly expanding, purpose-driven organization.