Seasonal Client Service Concierge & Scheduling

H&R Block, Inc.

St. Croix Falls (WI)

On-site

USD 17,000 - 25,000

Part time

3 days ago
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Job summary

H&R Block, Inc. seeks a seasonal Client Service Professional/Receptionist to greet clients, answer phones, and connect them with the right tax professional.

You will foster a warm, efficient office experience and help clients navigate appointments in person, by phone, or virtually. In this fast-paced role you will stay organized, multi-task effectively, and support team members with office upkeep while learning about tax services and client needs.

Qualifications

  • Experience in fast-paced environments and delivering friendly service.
  • Proven ability to multitask while maintaining accuracy.
  • Strong organizational and time-management skills.
  • Proficient with Microsoft Office and basic computer tasks.
  • Reliability and flexibility in a seasonal role.

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
Customer service
Multi-tasking
Organizational skills
Time management

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

H&R Block, Inc. seeks a seasonal Client Service Professional/Receptionist to greet clients, answer phones, and connect them with the right tax professional.

You will foster a warm, efficient office experience and help clients navigate appointments in person, by phone, or virtually. In this fast-paced role you will stay organized, multi-task effectively, and support team members with office upkeep while learning about tax services and client needs.

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