Client Service Pro & Receptionist: Scheduling & Support

H&R Block; Farmington (NM); On-site; USD 17,000 - 22,000; Part time

Job summary

H&R Block in Farmington, NM is seeking a seasonal Client Service Professional/Receptionist to greet clients, answer phones, and match clients with the right tax professional. You will help schedule appointments and ensure client needs are met across in-person, phone, or virtual channels.

Ideal candidates have prior customer service experience, thrive in a fast-paced environment, and are proficient with Microsoft Office.

Qualifications

• Experience in customer service or similar role.
• Ability to multi-task in a fast-paced environment.
• Strong organizational and time-management skills.
• Proficient with Microsoft Office.
• High school diploma or equivalent preferred.

Responsibilities

• Answer phones and greet clients in a personalized, friendly 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

Fast-paced environment

Customer service

Multi-tasking

Time management

Microsoft Office

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

H&R Block in Farmington, NM is seeking a seasonal Client Service Professional/Receptionist to greet clients, answer phones, and match clients with the right tax professional. You will help schedule appointments and ensure client needs are met across in-person, phone, or virtual channels.

Ideal candidates have prior customer service experience, thrive in a fast-paced environment, and are proficient with Microsoft Office.