Seasonal Client Service Pro — Welcoming & Guiding Clients

H&R Block

Putnam (CT)

On-site

USD 19,000 - 25,000

Part time

14 days+
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Job summary

H&R Block is seeking a seasonal Client Service Professional/Receptionist to welcome clients, route inquiries to the right tax professional, and schedule appointments. You will help ensure client needs are met across in-person, phone, or virtual channels and keep the office organized with the team.

The role emphasizes strong customer service, multitasking, and a friendly, professional presence to wow clients today and in the future.

Qualifications

  • Demonstrates ability to work in a fast-paced environment.
  • Has prior customer service experience.
  • Can multitask while maintaining accuracy.
  • Exhibits strong organization and time-management skills.
  • Proficient computer skills including Microsoft Office.

Responsibilities

  • Answer phones and greet clients in a friendly, personal manner.
  • Match clients with the appropriate tax professional.
  • Schedule clients per their preferences.
  • Ensure client needs are met in person, by phone, or virtually.
  • Maintain office cleanliness and organize resources with the team.

Skills

Fast-paced environment
Customer service experience
Multi-tasking
Time management
Microsoft Office proficiency

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

H&R Block is seeking a seasonal Client Service Professional/Receptionist to welcome clients, route inquiries to the right tax professional, and schedule appointments. You will help ensure client needs are met across in-person, phone, or virtual channels and keep the office organized with the team.

The role emphasizes strong customer service, multitasking, and a friendly, professional presence to wow clients today and in the future.

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