Client Service Concierge - Seasonal Receptionist

H&R Block, Inc.; Monroe (WI); On-site; USD 17,000 - 25,000; Full time

Job summary

H&R Block is seeking a Seasonal Client Service Professional/Receptionist to greet clients, answer phones, and route them to the appropriate tax professional. You will help schedule appointments and ensure client needs are met in person, over the phone, or virtually, while maintaining a clean, organized office environment.

The role requires prior customer service experience, strong multitasking abilities, and proficiency with Microsoft Office.

Qualifications

• Experience in a fast-paced customer service environment.
• Ability to multitask and stay organized.
• Proficiency 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 how they would like to be scheduled
• Help to ensure all clients' needs have been met during service both in person, over the phone or virtually
• Maintain office cleanliness and organization of resources with team members
• Other duties as assigned

Skills

Customer service

Fast-paced work

Multi-tasking

Organizational skills

Time management

Microsoft Office

Education

High school diploma

Tools

Microsoft Office

Job description

H&R Block is seeking a Seasonal Client Service Professional/Receptionist to greet clients, answer phones, and route them to the appropriate tax professional. You will help schedule appointments and ensure client needs are met in person, over the phone, or virtually, while maintaining a clean, organized office environment.

The role requires prior customer service experience, strong multitasking abilities, and proficiency with Microsoft Office.