Customer Service Technical Associate

3 Months ago • 1-2 Years • Account Management

Job Summary

Job Description

This hybrid role requires 1-2 years of customer service experience in accounting or tax. You'll resolve customer inquiries, own cases, and contribute to process improvements. Knowledge of tax, accounting principles, and strong communication skills are essential.
Must have:
  • Customer Service
  • Tax/Accounting
  • Communication
  • Problem Solving
Good to have:
  • CCH Software
  • Salesforce.com
  • Help Desk
  • Process Improvement
Perks:
  • Comprehensive Benefits
  • Tuition Assistance

Job Details

At Wolters Kluwer TAA, customer experience is core to everything we do. Our Service Excellence Team’s top priority is to make our customers successful and to ensure that their experience using Wolters Kluwer’s products is delightful, by delivering high quality, speedy, personable, and conversational support.

As a Customer Service Technical Associate, you are responsible for the success of our customers. This is a demanding role that requires a unique skillset to provide resolution to moderate and complex inquiries by phone, online chat, or email. As the voice of Wolters Kluwer, you will act both as an advocate for our product, and as a champion for our users. Your job is to ensure that Wolters Kluwer customers have the best experience possible, no matter what channel they choose to contact us. We take customer service seriously and this position is essential to the team’s success. This is the perfect role for someone looking to get into Product Management, Product Development, and Sales.

Essential Duties and responsibilities

  • Effectively resolve customer questions through phone, e-mail, and chat for system or content issues.

  • Take ownership of customer cases from beginning to end.

  • Record client interactions in our customer relationship database.

  • Participate in projects and process improvement initiatives as need arises.

  • Provide general reports to management as requested.

  • Participate in product testing and review as needed.                

  • Secure and keep confidential product and customer data.

Other Duties

Please note:

  • This is a HYBRID role - working in the office 2 days per week.

  • Must be able to work a flexible schedule during peak seasons that will include some evening & weekends overtime hours (January to April and September to October).

Job Qualifications

Minimum Qualifications:

  • Associates Degree in a business-related field OR 1 year of experience in accounting or tax OR 2 years of experience in any type of customer service role.

  • Ability to commute to the office in Kennesaw, Georgia OR Wichita, Kansas every Tuesday and Wednesday.

  • Available for overtime.

Preferred:

• Educational background in Business, Accounting or Finance
• Experience working with CCH tax and accounting software
• Tax preparation or accounting experience
• Experience working in a help desk or customer support environment

• Use of SalesForce.com

Other Knowledge, Skills, Abilities or Certifications:

  • Knowledge of tax, accounting and audit principles, practices and legislation/regulations

  • Computer and internet skills including Microsoft office 

  • Service orientation - high commitment to meeting needs of customers and colleagues

  • Ability to diffuse and provide effective resolution to customer complaints

Travel requirements

None

Physical Demands

Normal office environment

Wolters Kluwer is a global leader in professional information services. Professionals in the areas of legal, business, tax, accounting, finance, audit, risk, compliance and healthcare rely on Wolters Kluwer's market leading information-enabled tools and software solutions to manage their business efficiently, deliver results to their clients, and succeed in an ever more dynamic world. Every day, our customers make critical decisions to help save lives, improve the way we do business, and build better judicial and regulatory systems. We help them get it right.

For more information about our solutions and organization, visit www.wolterskluwer.com, follow us on Twitter, Facebook, LinkedIn, and YouTube.

Benefits:

A comprehensive benefits package that begins your first day of employment. Additional Information: Wolters Kluwer offers great benefits and programs to help meet your needs and balance your work and personal life, including Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available - https://www.mywolterskluwerbenefits.com/index.html 

Diversity Matters:

Wolters Kluwer strives for an inclusive company culture in which we attract, develop, and retain diverse talent to achieve our strategy. As a global company, having a diverse workforce is of the utmost importance. We've been recognized by employees as a European Diversity Leader in the Financial Times, as one of Forbes America’s Best Employers for Diversity in 2022, 2021 and 2020 and as one of Forbes America’s Best Employers for Women in 2021, 2020, 2019 and 2018. In 2020, we placed third in the Female Board Index, and were recognized by the European Women on Boards Gender Diversity Index. Wolters Kluwer and all of our subsidiaries, divisions and customer/departments is an Equal Opportunity / Affirmative Action employer.

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About The Company

Wolters Kluwer (EURONEXT: WKL) is a global leader in professional information, software solutions, and services for the healthcare, tax and accounting, financial and corporate compliance, legal and regulatory, and corporate performance and ESG sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services.  

Wolters Kluwer reported 2022 annual revenues of €5.5 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 20,000 people worldwide. The company is headquartered in Alphen aan den Rijn, the Netherlands.

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