Client Services & Scheduling Specialist (Seasonal)

H&R Block, Inc.; Monroe (NC); On-site; USD 18,000 - 24,000; Part time

Job summary

H&R Block is seeking a seasonal Client Service Professional/Receptionist to welcome clients and guide them to the right tax professional. You will help schedule appointments, support clients in person, over the phone, or virtually, and ensure their needs are met with friendly, personalized service.

The role emphasizes multitasking, strong organization, and proficiency with Microsoft Office in a fast-paced franchise environment.

Qualifications

• Experience working in a fast-paced environment.
• Previous experience in a customer service environment.
• Ability to multi-task.
• Strong organizational and time-management skills.
• 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 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.

Skills

Fast-paced environment

Customer service experience

Multitasking

Organizational/time management

Microsoft Office proficiency

Education

High school diploma or equivalent

Job description

H&R Block is seeking a seasonal Client Service Professional/Receptionist to welcome clients and guide them to the right tax professional. You will help schedule appointments, support clients in person, over the phone, or virtually, and ensure their needs are met with friendly, personalized service.

The role emphasizes multitasking, strong organization, and proficiency with Microsoft Office in a fast-paced franchise environment.