In-Person Client Services Specialist

H&R Block, Inc.; San Benito (TX); Presencial; USD 19.000 - 25.000; Jornada completa

Descripción de la vacante

H&R Block, Inc. is seeking a Client Service Professional / Receptionist to be the welcoming first impression for every client.

You will manage client scheduling, support daily office operations, and collaborate with tax professionals in person at the office. This role offers training and the potential to grow into tax preparation or office leadership, with evening and weekend hours during tax season to meet client demand.

Formación

• Experience working in a fast-paced, client-centric environment.
• Strong interpersonal and communication skills, with the ability to collaborate effectively with team members and serve clients professionally
• 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 digital tools (e.g., Microsoft Office, Teams and scheduling systems)
• Availability to work evenings and weekends during tax season

Responsabilidades

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

Conocimientos

Client service

Interpersonal skills

Multitasking

Organizational skills

Communication skills

Microsoft Office

Scheduling systems

Educación

High school diploma/GED

Herramientas

Microsoft Office

Teams

Scheduling systems

Descripción del empleo

H&R Block, Inc. is seeking a Client Service Professional / Receptionist to be the welcoming first impression for every client.

You will manage client scheduling, support daily office operations, and collaborate with tax professionals in person at the office. This role offers training and the potential to grow into tax preparation or office leadership, with evening and weekend hours during tax season to meet client demand.