Client Experience Specialist

H&R Block, Inc.; Morganfield (KY); On-site; USD 21,000 - 32,000; Part time

Job summary

H&R Block, Inc. is seeking a Seasonal Client Service Professional/Receptionist to welcome clients, direct them to the right tax professional, and coordinate scheduling. You will provide courteous service in person, by phone, or virtually while supporting a busy front desk.

This role emphasizes strong organizational skills, multitasking, and proficiency with Microsoft Office as you help clients navigate their tax needs and keep the office running smoothly.

Qualifications

• Experience working in a fast-paced environment.
• Customer service experience.
• Ability to multi-task.
• Strong organizational and time-management skills.
• Proficient with Microsoft Office.

Responsibilities

• 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 according to their preferences.
• Help ensure all clients' needs are met during service in person, over the phone, or virtually.
• Maintain office cleanliness and organization with the team.
• Other duties as assigned.

Skills

Phone etiquette

Client matchmaking

Scheduling

Multi-tasking

Office suite

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

H&R Block, Inc. is seeking a Seasonal Client Service Professional/Receptionist to welcome clients, direct them to the right tax professional, and coordinate scheduling. You will provide courteous service in person, by phone, or virtually while supporting a busy front desk.

This role emphasizes strong organizational skills, multitasking, and proficiency with Microsoft Office as you help clients navigate their tax needs and keep the office running smoothly.