Customer Service Representative Breeden & Associates Ltd Peoria, IL Job Details Full-time $20 - $22 an hour 6 hours ago Benefits Profit sharing Health savings account Paid holidays Health insurance 401(k) Paid time off 401(k) matching Qualifications Written communication Microsoft Excel Interpersonal skills Filing Administrative experience High school diploma or GED Attention to detail Organizational skills Office experience

Full Job Description Customer Service Representative Company:

Breeden & Associates, Ltd.

Location:

Peoria, IL -

In-Person Job Type:

Full-Time Compensation:

$20.00 - $22.00 per hour (plus seasonal overtime) About Us We are a premier Financial Advisory and CPA firm dedicated to helping our clients achieve financial success. Our team values accuracy, professionalism, and exceptional care. We are seeking a reliable Customer Service Representative to join our firm in person and serve as the welcoming face and voice of our office.

What We Offer Competitive Pay:

$20.00 - $22.00 per hour.

Retirement Benefits:

401(k) retirement plan with a 6% company match .

Profit Sharing:

Annual profit-sharing opportunities based on firm performance.

Health Benefits:

Comprehensive health insurance plans.

Paid Time Off:

Paid vacation days and company holidays.

Earning Potential:

Consistent overtime pay during our peak season.

Schedule and Hours Standard Hours:

40 hours per week (Monday through Friday). Tax Season Hours (February 1 - April 15): 50 to 55 hours per week which include Saturdays 8:30 am - 3:00 pm. Mandatory overtime is paid during this period. Key Responsibilities Greet clients warmly as they arrive for appointments and manage the reception area. Answer incoming phone calls, route inquiries, and schedule client consultations. Help clients organize and securely submit tax documents and financial paperwork. Maintain digital and physical client files with high confidentiality. Input and track client interactions using Redtail CRM. Provide general administrative support to our Financial Advisors and CPAs. Qualifications Previous experience in customer service, reception, or office administration preferred. Hands-on experience with Redtail CRM (or similar financial CRM platforms). Proficiency with Microsoft Office Suite (Word, Excel, Outlook). Hands-on experience using QuickBooks. Excellent verbal and written communication skills. Strong organizational habits and close attention to detail. Ability to stay calm and efficient during our busy tax season.

Job Type:

Full-time Pay:

$20.00 - $22.00 per hour

Benefits:

401(k) 401(k) matching Health insurance Health savings account Paid time off

Education:

High school or equivalent (Required)

Experience:

Office:

1 year (Preferred)

QuickBooks:

1 year (Preferred)

Work Location:

In person