Seasonal Client Concierge & Scheduler

H&R Block; Roland (OK); On-site; USD 17,000 - 22,000; Part time

Job summary

H&R Block is seeking a seasonal Client Service Professional/Receptionist to greet clients, answer phones, and connect customers with the right tax expert. You will help schedule appointments and ensure client needs are met in person, over the phone, or virtually.

This role requires strong organization and customer service in a fast-paced office, with teamwork to maintain a welcoming environment.

Qualifications

• Experience in fast-paced environments and customer service.
• Ability to juggle tasks and stay organized while assisting clients.
• Proficiency with Microsoft Office and basic office technology.

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 as 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

Phone etiquette

Customer service

Multi-tasking

Organizational skills

Microsoft Office

Education

High school diploma or equivalent

Job description

H&R Block is seeking a seasonal Client Service Professional/Receptionist to greet clients, answer phones, and connect customers with the right tax expert. You will help schedule appointments and ensure client needs are met in person, over the phone, or virtually.

This role requires strong organization and customer service in a fast-paced office, with teamwork to maintain a welcoming environment.