Client Services Concierge & Scheduling Pro

H&R Block, Inc.; Fort Madison (IA); On-site; USD 24,000 - 32,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Client Service Professional/Receptionist to greet clients, answer phones, and connect clients with the right tax professional. This role emphasizes friendly, personalized service and flexible scheduling across locations.

You will help ensure client needs are met in person, on the phone, or virtually, while maintaining a clean and organized office environment with teammates. Prior experience in customer service and a fast-paced setting is preferred.

Qualifications

• Experience working in a fast-paced environment.
• Prior customer service experience.
• Ability to multi-task effectively.
• Strong organizational and time-management skills.
• Proficient with Microsoft Office tools.

Responsibilities

• Answer phones and greet clients in a personalized, friendly manner.
• Match clients with the best-suited tax professional for their needs.
• Schedule clients as requested.
• Ensure client needs are met in person, over the phone, or virtually.
• Maintain office cleanliness and organization with the team.

Skills

Phone etiquette

Customer service

Multi-tasking

Organization

Microsoft Office

Education

High school diploma

Job description

H&R Block, Inc. is seeking a seasonal Client Service Professional/Receptionist to greet clients, answer phones, and connect clients with the right tax professional. This role emphasizes friendly, personalized service and flexible scheduling across locations.

You will help ensure client needs are met in person, on the phone, or virtually, while maintaining a clean and organized office environment with teammates. Prior experience in customer service and a fast-paced setting is preferred.