Client Experience Concierge - Seasonal, Evenings & Weekends

H&R Block, Inc.; San Jose (CA); In loco; USD 25.000 - 37.000; Tempo pieno

Descrizione del lavoro

H&R Block, Inc. seeks a seasonal Client Service Professional / Receptionist to greet clients and manage scheduling in its San Jose office. You will coordinate client check-in, support daily operations, and work with tax professionals to ensure a seamless client experience during tax season.

The role emphasizes professionalism, confidentiality, and teamwork, with in-person duties during tax season and occasional evenings/weekends as required.

Competenze

• Experience in fast-paced, client-centric environments.
• Strong interpersonal and communication skills for teamwork and client service.
• Ability to multitask and handle competing priorities.
• Excellent organizational skills with attention to detail.
• Comfort with basic computer tools and scheduling systems; willingness to learn.

Mansioni

• Greet clients warmly and create a welcoming first impression as the office face.
• Answer calls, schedule appointments, and match clients with the right tax professional.
• Manage client check-in and intake, including document scanning and filing.
• Maintain tidy, organized office to support a smooth client experience.
• Collaborate with tax professionals to ensure seamless daily operations.
• Handle sensitive client information with confidentiality and care.

Conoscenze

Client service

Interpersonal communication

Multitasking

Organization

Basic computer skills

Evenings/weekends availability

Formazione

High school diploma or GED

Strumenti

Microsoft Office

Teams

Scheduling systems

Descrizione del lavoro

H&R Block, Inc. seeks a seasonal Client Service Professional / Receptionist to greet clients and manage scheduling in its San Jose office. You will coordinate client check-in, support daily operations, and work with tax professionals to ensure a seamless client experience during tax season.

The role emphasizes professionalism, confidentiality, and teamwork, with in-person duties during tax season and occasional evenings/weekends as required.