Seasonal Client Service & Scheduling Specialist

H&R Block; Iron Mountain (MI); On-site; USD 17,000 - 22,000; Part time

Job summary

H&R Block is seeking a seasonal Client Service Professional/Receptionist to greet clients, answer phones, and connect them with the right tax professional. You will schedule appointments and help ensure every client’s needs are met across in-person, phone, or virtual channels.

The role requires strong customer service experience, the ability to multi-task, and proficient use of Microsoft Office in a fast-paced environment. This franchise Office operates independently under H&R Block guidelines.

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

Fast-paced environment experience

Multi-tasking

Organizational skills

Time-management

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 them with the right tax professional. You will schedule appointments and help ensure every client’s needs are met across in-person, phone, or virtual channels.

The role requires strong customer service experience, the ability to multi-task, and proficient use of Microsoft Office in a fast-paced environment. This franchise Office operates independently under H&R Block guidelines.