In-Person Client Experience Specialist - Reception

H&R Block, Inc.; New Richmond (WI); Sur place; USD 17 000 - 22 000; Plein temps

Résumé du poste

H&R Block is seeking a seasonal Client Service Professional / Receptionist in Wisconsin to greet clients, manage check-ins, and coordinate with tax professionals. This in-person role supports office operations and requires professionalism and confidentiality.

Responsibilities include answering calls, scheduling, and maintaining a welcoming office environment, with opportunities to grow into tax preparation or leadership roles through training and teamwork.

Qualifications

• Experience in a fast-paced, client-centric environment is required.
• Strong interpersonal and communication skills for professional client service.
• Ability to multitask and manage competing priorities throughout the day.
• Well-organized with attention to detail and follow-through.
• Comfort with basic computer programs and scheduling tools.
• Ability to work evenings and weekends during tax season.

Responsabilités

• Greet clients and create a welcoming first impression.
• Answer phone calls, schedule appointments, and match clients with tax professionals.
• Manage client check-in and intake, including document scanning and organization.
• Maintain office organization and cleanliness for a professional client experience.
• Collaborate with tax professionals to ensure smooth daily operations.
• Handle sensitive client information with confidentiality and care.

Connaissances

Client service

Interpersonal communication

Multitasking

Organization

Confidential handling

Team collaboration

Formation

High school diploma/GED

Outils

Microsoft Office

Teams

Scheduling systems

Description du poste

H&R Block is seeking a seasonal Client Service Professional / Receptionist in Wisconsin to greet clients, manage check-ins, and coordinate with tax professionals. This in-person role supports office operations and requires professionalism and confidentiality.

Responsibilities include answering calls, scheduling, and maintaining a welcoming office environment, with opportunities to grow into tax preparation or leadership roles through training and teamwork.