Seasonal Client Service Pro — Welcoming & Scheduling

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

Job summary

H&R Block is seeking a seasonal Client Service Professional/Receptionist to welcome clients, answer phones, and connect customers with the right tax professional. You’ll ensure a friendly, efficient service experience and keep the office organized.

Responsibilities include greeting clients, scheduling, assisting in person, over the phone, or virtually, and maintaining a tidy office. Prior customer service experience and MS Office proficiency are preferred.

Qualifications

• Experience working in a fast-paced environment.
• Previous experience in a customer service environment.
• Ability to multi-task.
• Strong organizational and time-management skills.
• Computer proficient with the ability to use Microsoft Office.

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 work

Customer service

Multi-tasking

Organizational skills

MS Office

Education

High school diploma

Job description

H&R Block is seeking a seasonal Client Service Professional/Receptionist to welcome clients, answer phones, and connect customers with the right tax professional. You’ll ensure a friendly, efficient service experience and keep the office organized.

Responsibilities include greeting clients, scheduling, assisting in person, over the phone, or virtually, and maintaining a tidy office. Prior customer service experience and MS Office proficiency are preferred.