Customer Experience Agent
Location: (Insert Location)
Experience Level: Entry Level
Schedule: (Insert Schedule Details)
About the Role
We are seeking motivated, customer-focused professionals to join our team as a Customer Experience Agent. In this role, you will provide exceptional support to both tax professionals and consumers by answering questions, providing account information, explaining products and programs, and ensuring every customer interaction is a positive experience.
This is an excellent opportunity for candidates with customer service, retail, banking, or call center experience who are looking to take the next step in their career. No sales experience is required.
What You'll Do
As a Customer Experience Agent, you will:
Handle inbound calls from:
Tax professionals and businesses that utilize tax preparation software
Consumers seeking information regarding refund-related financial products and services
Provide accurate account information and product education
Respond to customer inquiries through phone, chat, and email channels
Conduct outbound "discovery" calls to previous customers to determine future service needs
Transfer interested customers to the appropriate sales team when applicable
Complete customer request forms and update account records
Document all customer interactions accurately for reporting and trend analysis
Navigate multiple systems efficiently while maintaining accuracy and professionalism
Maintain service level and quality standards in a fast-paced customer service environment
What to Expect
Approximately 50 customer interactions per day
Mix of inbound calls, outbound outreach, and chat support
Opportunity to develop customer service, communication, and administrative skills
Collaborative team environment with ongoing support and training
Required Qualifications
High School Diploma or GED
Minimum of 2 years of customer service experience
Strong verbal and written communication skills
Excellent computer navigation and data entry skills
Ability to multitask while maintaining attention to detail
Comfortable working in a structured, metrics-driven environment
Strong problem-solving abilities and commitment to customer satisfaction
Preferred Qualifications
Previous call center experience
Banking, financial services, or tax industry experience
Experience supporting customers through chat or email channels
Proficiency with Microsoft Excel
Bilingual language skills
Retail leadership experience (Assistant Manager, Supervisor, Team Lead, Banking/Teller experience, or similar customer-facing roles)
Ideal Candidate
This role is a great fit for someone who:
Thrives in a customer-focused environment
Enjoys helping people and solving problems
Has experience in retail, banking, hospitality, or customer service and is looking for career growth
Communicates professionally and confidently
Can adapt quickly to new technology and processes
Performance Expectations
Successful team members consistently:
Answer incoming calls promptly
Handle a high volume of customer interactions efficiently
Maintain quality and service scores of 90% or higher
Accurately document customer conversations
Deliver exceptional customer experiences on every interaction
Join our team and help create outstanding experiences for customers while building valuable skills in customer support, financial services, and relationship management.
Job Type & Location
This is a Contract position based out of Louisville, KY.
Pay and Benefits
The pay range for this position is $20.00 - $20.00/hr.
Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: - Medical, dental & vision - Critical Illness, Accident, and Hospital - 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available - Life Insurance (Voluntary Life & AD&D for the employee and dependents) - Short and long-term disability - Health Spending Account (HSA) - Transportation benefits - Employee Assistance Program - Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type
This is a fully onsite position in Louisville,KY.
Application Deadline
This position is anticipated to close on Aug 31, 2026.
About TEKsystems
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.
Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.
