Customer Service Representative

H&R Block-Ottawa West; Carleton Place; On-site; CAD 30,000 - 60,000; Part time

Job summary

A leading tax services provider in Carleton Place is seeking a Client Service Professional. This role involves greeting clients, identifying their needs, and ensuring exceptional service in a professional atmosphere. Candidates should have a high school diploma, prior customer service experience, and good reading and math skills. Flexible working hours are required. Resumes and cover letters can be submitted via email.

Qualifications

• Previous experience in a customer service environment.
• Two to four years of clerical/administrative experience or equivalent.
• Must have good reading and math skills.

Responsibilities

• Greets and welcomes each client.
• Determines the client’s service needs and assigns the client to an appropriate Tax Professional.
• Answers the telephone in a professional manner.

Skills

Customer service experience

Cash handling

Good reading and math skills

Computer proficiency

Flexibility in working hours

Education

High school diploma or equivalent

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.

The Client Service Professional duties include:

• Greets and welcomes each client.
• Determines the client’s service needs and assigns the client to an appropriate Tax Professional.
• Answers the telephone in a professional manner, providing callers with basic information about services and fees when requested.
• 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.
• Records all transactions in the Point-of-Sale computer and completes bank deposits in accordance with the District Manager’s instructions.
• Schedules client appointments.
• Maintains proper office appearance and cleanliness.

Minimum Qualifications

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

To find more information about becoming a Client Service Professional, please contact us via email or apply to this position by submitting your resume and cover letter.

START DATE: 01/06/2022.