Seasonal Client Concierge & Scheduling Specialist

H&R Block, Inc.; Fairfield (IA); On-site; USD 17,000 - 22,000; Full time

Job summary

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

The role requires experience in customer service, the ability to multi-task, and strong organizational skills. This position is located at a franchise office operating under H&R Block guidelines.

Qualifications

• Must have customer service experience.
• Experience in a fast-paced environment.
• Able to multi-task.
• Strong organizational and time-management skills.
• MS Office proficiency.

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 to ensure all clients needs have been met during service both in person, over the phone or virtually
• Maintain office cleanliness and organization of resources with team members
• Other duties as assigned

Skills

Fast-paced environment experience

Customer service experience

Multi-tasking

Organizational skills

Time management

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

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

The role requires experience in customer service, the ability to multi-task, and strong organizational skills. This position is located at a franchise office operating under H&R Block guidelines.