Client Services Concierge | Front Desk (Tax Season)

H&R Block, Inc.; Windsor Heights (IA); Vor Ort; USD 19.000 - 23.000; Teilzeit

Zusammenfassung

H&R Block, Inc. is seeking a seasonal Client Service Professional / Receptionist to be the welcoming first impression for every client. You will manage client scheduling, support daily office operations, and work alongside a team of tax professionals in person, with evenings and weekends during tax season as needed.

This in-person role requires strong customer service, attention to detail, and the ability to coordinate with multiple stakeholders to ensure a smooth client experience.

Qualifikationen

• Requires experience in fast-paced, client-centric environments.
• Strong interpersonal and communication skills for client interaction and teamwork.
• Ability to multitask and manage competing priorities.
• Excellent organizational skills with attention to detail.
• Comfort with basic computer programs and scheduling tools.

Aufgaben

• 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.

Kenntnisse

Interpersonal skills

Communication skills

Multitasking

Organizational skills

Tech-savviness

Ausbildung

High school diploma/GED

Tools

Microsoft Office

Microsoft Teams

Scheduling systems

Jobbeschreibung

H&R Block, Inc. is seeking a seasonal Client Service Professional / Receptionist to be the welcoming first impression for every client. You will manage client scheduling, support daily office operations, and work alongside a team of tax professionals in person, with evenings and weekends during tax season as needed.

This in-person role requires strong customer service, attention to detail, and the ability to coordinate with multiple stakeholders to ensure a smooth client experience.