Client Service Specialist: Welcoming & Scheduling Pros

H&R Block

West Union (SC)

On-site

USD 17,000 - 22,000

Part time

10 days ago

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Job summary

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

Ideal candidates will have prior customer service experience, the ability to multitask in a fast-paced setting, strong organizational skills, and proficiency with

Qualifications

  • Experience in a fast-paced environment.
  • Previous experience in a customer service environment.
  • Ability to multi-task.
  • Strong organizational and time-management skills.
  • Computer proficient with the ability to use 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
Organizational skills
Time management

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

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

Ideal candidates will have prior customer service experience, the ability to multitask in a fast-paced setting, strong organizational skills, and proficiency with

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