Client Service Concierge – In-Person, Tax Season

H&R Block, Inc.; Alhambra (CA); Presencial; USD 23.000 - 37.000; A tiempo parcial

Descripción de la vacante

H&R Block, Inc. is seeking a seasonal Client Service Professional / Receptionist to be the welcoming face of the office. This in-person role manages client check-in, scheduling, and daily office operations alongside tax professionals.

With training provided, this position can lead to tax preparation opportunities or office leadership. Evening and weekend availability during tax season is required; prior customer service experience is valued.

Formación

• Experience in a fast-paced, client-centric environment.
• Strong interpersonal and communication skills to collaborate with the team and serve clients professionally.
• Ability to multitask and manage competing priorities.
• Organizational skills with attention to detail and follow-through.
• Comfort using basic computer programs and scheduling systems.
• Availability to work evenings and weekends during tax season.

Responsabilidades

• 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.

Conocimientos

Customer service

Communication

Multitasking

Attention to detail

Microsoft Office

Scheduling systems

Team collaboration

Educación

High school diploma/GED

Herramientas

Microsoft Office

Teams

Descripción del empleo

H&R Block, Inc. is seeking a seasonal Client Service Professional / Receptionist to be the welcoming face of the office. This in-person role manages client check-in, scheduling, and daily office operations alongside tax professionals.

With training provided, this position can lead to tax preparation opportunities or office leadership. Evening and weekend availability during tax season is required; prior customer service experience is valued.