Job Overview
Employment Type
Temporary
Work Schedule
Flexible
Job Description
H&R Block is a leading tax preparation company dedicated to providing clients with top-tier financial and tax services. Known for its extensive network and customer-focused approach, H&R Block combines technology and human expertise to help individuals make informed decisions about their finances. The company places a strong emphasis on client service, ensuring clients receive personalized attention and trustworthy guidance throughout their tax preparation experience. Founded over 60 years ago, H&R Block continues to innovate and adapt in the financial services industry, maintaining its reputation as a reliable and approachable resource for tax solutions.
The role of Client Service Professional/Receptionist at H&R Block is designed to be a pivotal position during the seasonal tax period. This seasonal role is dedicated to supporting the client experience from the moment they enter the office to the completion of their tax services. As a Client Service Professional, you will be the welcoming face of H&R Block, responsible for greeting clients, managing scheduling, and matching clients with the most suitable tax professionals based on their unique needs. This position demands a high level of interpersonal skills, a warm and inviting demeanor, and the ability to multitask in a fast-paced environment.
In addition to client interaction, this role involves administrative responsibilities such as answering phones, maintaining office cleanliness, and organizing resources alongside team members to ensure smooth office operations. Performance in this role directly impacts the client’s perception of H&R Block’s commitment to service excellence, making it a rewarding opportunity to build lasting client relationships that may grow stronger with time.
This position requires flexibility in scheduling and a proactive approach to meeting client needs both in-person and through virtual communications. Employees in this role gain valuable experience in a dynamic office environment, interacting with diverse clients and supporting tax professionals in delivering exceptional service. The seasonal nature of this job means you get to be part of a team focused on achieving success during one of the busiest times of the year in the financial services sector. Overall, this role offers foundational experience in customer service within the financial industry and the chance to be part of a respected company recognized for its dedication to helping individuals and families with their tax preparation needs.
The role of Client Service Professional/Receptionist at H&R Block is designed to be a pivotal position during the seasonal tax period. This seasonal role is dedicated to supporting the client experience from the moment they enter the office to the completion of their tax services. As a Client Service Professional, you will be the welcoming face of H&R Block, responsible for greeting clients, managing scheduling, and matching clients with the most suitable tax professionals based on their unique needs. This position demands a high level of interpersonal skills, a warm and inviting demeanor, and the ability to multitask in a fast-paced environment.
In addition to client interaction, this role involves administrative responsibilities such as answering phones, maintaining office cleanliness, and organizing resources alongside team members to ensure smooth office operations. Performance in this role directly impacts the client’s perception of H&R Block’s commitment to service excellence, making it a rewarding opportunity to build lasting client relationships that may grow stronger with time.
This position requires flexibility in scheduling and a proactive approach to meeting client needs both in-person and through virtual communications. Employees in this role gain valuable experience in a dynamic office environment, interacting with diverse clients and supporting tax professionals in delivering exceptional service. The seasonal nature of this job means you get to be part of a team focused on achieving success during one of the busiest times of the year in the financial services sector. Overall, this role offers foundational experience in customer service within the financial industry and the chance to be part of a respected company recognized for its dedication to helping individuals and families with their tax preparation needs.
Job Requirements
- High school diploma or equivalent
- Ability to work flexible schedule and/or in multiple locations
- Sales/marketing experience
Job Qualifications
- Experience working in a fast-paced environment
- Previous experience in a customer service environment
- Ability to multi-task
- Strong organizational and time-management skills
- Computer proficient with the ability to use Microsoft Office
Job Duties
- Answer phones and greet clients in a personalized, friendly, and inviting manner
- Match clients with the best-suited tax professional for their needs
- Schedule clients how they would like to be scheduled
- Help to ensure all clients needs have been met during service both in person, over the phone or virtually
- Maintain office cleanliness and organization of resources with team members
- Other duties as assigned
Job Criteria
Experience
Mid Level (3-7 years)
Job Location
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