Client Service & Scheduling Specialist

H&R Block; Apex (NC); On-site; USD 19,000 - 28,000; Part time

Job summary

H&R Block is seeking a seasonal Client Service Professional/Receptionist to greet clients, answer phones, and connect them with the right tax professional. The role emphasizes delivering a warm, personal experience and coordinating scheduling to accommodate client needs.

You will operate in a fast-paced environment, support multiple clients across in-person or virtual channels, and help maintain a clean, organized office with the team.

Qualifications

• High school diploma or equivalent.
• Experience in a customer service environment.
• Ability to multi-task.
• Strong organizational and time-management skills.
• Computer 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 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

Multi-tasking

Time management

Organizational skills

Education

High school diploma or equivalent

Tools

MS Office

Job description

H&R Block is seeking a seasonal Client Service Professional/Receptionist to greet clients, answer phones, and connect them with the right tax professional. The role emphasizes delivering a warm, personal experience and coordinating scheduling to accommodate client needs.

You will operate in a fast-paced environment, support multiple clients across in-person or virtual channels, and help maintain a clean, organized office with the team.