Client Services Pro – Reception & Scheduling

H&R Block, Inc.; Adel (IA); On-site; USD 32,000 - 42,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Client Service Professional/Receptionist to welcome clients, route them to the right tax professional, and schedule appointments.

You will support in-person, phone, and virtual service interactions while helping maintain a clean, organized office environment and providing excellent customer care. The role emphasizes fast-paced client interaction, multitasking across multiple tasks, and strong communication to ensure every client’s needs are met.

Qualifications

• Experience working in a fast-paced environment.
• Previous experience in a customer service environment.
• Ability to multi-task effectively.
• Strong organizational and time-management skills.
• Proficient in 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 ensure all clients' needs are met during service 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 experience

Multi-tasking

Organizational skills

Time management

Microsoft Office

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

H&R Block, Inc. is seeking a seasonal Client Service Professional/Receptionist to welcome clients, route them to the right tax professional, and schedule appointments.

You will support in-person, phone, and virtual service interactions while helping maintain a clean, organized office environment and providing excellent customer care. The role emphasizes fast-paced client interaction, multitasking across multiple tasks, and strong communication to ensure every client’s needs are met.