Client Services Specialist - In-Person Reception

H&R Block

Wilkesboro (NC)

On-site

USD 21,000 - 26,000

Full time

4 days ago

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Job summary

H&R Block in Winston-Salem, NC is seeking a seasonal Client Service Professional / Receptionist to greet clients, manage scheduling, and support daily office operations. You’ll be the friendly face of the office, coordinating check-ins and guiding clients to the right tax professional.

This in-person role requires strong communication, multitasking, and discretion while handling sensitive information. With training and a supportive team, it can lead to opportunities in tax preparation or office

Qualifications

Experience in fast-paced, client-centric environments is required.
Strong interpersonal and communication skills for professional client service.
Ability to multitask and manage competing priorities throughout the day.
Organizational skills with attention to detail and follow-through.
Comfort using basic computer programs and scheduling tools.

Responsibilities

Greet clients warmly and create a welcoming first impression as the face of the office.
Answer phone calls, schedule appointments, and match clients with the right tax professional.
Manage client check-in and intake processes, including scanning and organizing documents.
Maintain office organization and cleanliness to support a professional client experience.
Collaborate with tax professionals to ensure seamless daily operations.
Handle sensitive client information with confidentiality and care.