Client Experience Coordinator (Reception)

H&R Block, Inc.; Great Falls (MT); Vor Ort; USD 19.000 - 25.000; Vollzeit

Zusammenfassung

H&R Block, Inc. is seeking a seasonal Client Service Professional / Receptionist to welcome clients, manage scheduling, and support daily office operations in a busy tax office.

You will be the friendly first impression, greeting clients and answering calls, while matching clients with the right tax professional based on their needs. This role offers opportunities to learn tax prep processes and advance into office leadership.

Qualifikationen

• Experience in fast-paced, client-centric environments.
• Strong interpersonal and communication skills.
• Ability to multitask and manage competing priorities throughout the day.
• Organizational skills with attention to detail and follow-through.
• Comfort using basic computer programs and scheduling tools (e.g., MS Office, Teams).
• Availability to work evenings and weekends during tax season.

Aufgaben

• Greet clients warmly and create a welcoming, professional first impression as the face of the office.
• Answer phone calls, schedule appointments, and match clients with the right tax professional based on their needs.
• Manage client check-in and intake processes, including scanning and organizing documents.
• Maintain office organization and cleanliness to support a smooth, professional client experience.
• Collaborate with tax professionals and team members to ensure seamless daily operations.
• Handle sensitive client information with confidentiality, discretion, and care.

Kenntnisse

Interpersonal skills

Communication

Multitasking

Organizational skills

Professionalism

Ausbildung

High school diploma/GED

Tools

Microsoft Office

Microsoft Teams

Scheduling systems

Jobbeschreibung

H&R Block, Inc. is seeking a seasonal Client Service Professional / Receptionist to welcome clients, manage scheduling, and support daily office operations in a busy tax office.

You will be the friendly first impression, greeting clients and answering calls, while matching clients with the right tax professional based on their needs. This role offers opportunities to learn tax prep processes and advance into office leadership.