Seasonal Client Service Pro — Welcoming & Scheduling

H&R Block, Inc.; New Whiteland (IN); On-site; USD 17,000 - 22,000; Part time

Job summary

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

The role calls for prior customer service experience, the ability to multitask in a fast-paced environment, strong organization, and basic MS Office skills.

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

Customer service experience

Multi-tasking

Time management

Microsoft Office

Fast-paced environment

Education

High school diploma or equivalent

Job description

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

The role calls for prior customer service experience, the ability to multitask in a fast-paced environment, strong organization, and basic MS Office skills.