Seasonal Client Service Pro — Welcoming & Scheduling

H&R Block

Newberg (OR)

On-site

USD 19,000 - 28,000

Part time

14 days+
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Job summary

H&R Block is seeking a seasonal Client Service Professional/Receptionist to greet clients, answer phones, and connect clients with the right tax professional. The role emphasizes friendly, personalized service and collaboration with team members across office locations.

You will schedule clients, ensure needs are met in person, on the phone, or virtually, and help maintain a clean, organized office environment while performing other duties as assigned.

Qualifications

  • Experience in a fast-paced environment is preferred.
  • Customer service experience required or preferred.
  • Ability to multitask effectively in a frontline role.
  • Strong organization and time-management skills.
  • Proficiency with Microsoft Office applications.

Responsibilities

  • Answer phones and greet clients in a friendly, personalized manner.
  • Match clients with the best-suited tax professional for their needs.
  • Schedule clients according to their preferences.
  • Help ensure all client needs are met in person, over the phone, or virtually.
  • Maintain office cleanliness and organization with the team.
  • Perform other duties as assigned

Skills

Customer service
Multi-tasking
Time management
Organizational skills
Microsoft Office

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

H&R Block is seeking a seasonal Client Service Professional/Receptionist to greet clients, answer phones, and connect clients with the right tax professional. The role emphasizes friendly, personalized service and collaboration with team members across office locations.

You will schedule clients, ensure needs are met in person, on the phone, or virtually, and help maintain a clean, organized office environment while performing other duties as assigned.

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