Customer Service Representative

H&R Block-Ottawa West; Carleton Place; On-site; CAD 30,000 - 50,000; Part time

Job summary

An established industry leader in tax services is seeking a Client Service Professional to join their dynamic team. This role focuses on providing exceptional client care by greeting clients, identifying their needs, and ensuring they receive prompt and accurate information. The ideal candidate will have a strong background in customer service and clerical work, with the ability to handle cash transactions and maintain an organized office environment. This position offers flexible hours and the chance to grow within a respected company known for its commitment to excellence. If you're ready to make a difference in clients' lives, this is the opportunity for you!

Qualifications

• High school diploma or equivalent required.
• 2-4 years of clerical/administrative experience preferred.

Responsibilities

• Greet and assist clients with their service needs.
• Schedule appointments and maintain office cleanliness.
• Process payments and manage cash transactions.

Skills

Customer Service

Mathematical Skills

Clerical/Administrative Skills

Computer Proficiency

Education

High School Diploma

Tools

Point-of-Sale Software

Job description

H&R Block is the world’s largest tax services provider and the leader in the tax preparation industry. Each year, H&R Block employs thousands of seasonal and part-time associates as Tax Professionals in our tax offices nationwide.

With flexible options for those looking to earn some extra income or opportunities to grow a career with an industry leader, it is easy to see why so many Tax Professionals return to H&R Block each year.

Job Description

The Client Service Professional is responsible for ensuring that each client receives the best possible care and attention. This is achieved by greeting/acknowledging each client, identifying his/her needs, and providing prompt and accurate information, while maintaining a pleasant and professional atmosphere.

Responsibilities

1. Greets and welcomes each client.
2. Determines the client’s service needs and assigns the client to an appropriate Tax Professional.
3. Answers the telephone in a professional manner, providing callers with basic information about services and fees when requested.
4. Receives and secures cash, cheques, debit/credit card receipts, and balances the cash as part of the mid-day or end-of-the-day closing procedures.
5. Records all transactions in the Point-of-Sale computer and completes bank deposits in accordance with the District Manager’s instructions.
6. Schedules client appointments.
7. Maintains proper office appearance and cleanliness.

Minimum Qualifications

1. High school diploma or equivalent.
2. Two to four years of clerical/administrative experience or equivalent.
3. Must have good reading and math skills.
4. Previous experience in a customer service environment.
5. Previous experience processing payments in various forms.
6. Ability to operate a computer and applicable software packages.
7. Must be willing to work flexible hours.

To find more information about becoming a Client Service Professional, contact me via email.

You can also apply to this position by submitting your resume and cover letter to [e-mail].

START DATE: 01/06/2022