Seasonal Client Service Specialist & Scheduler

H&R Block, Inc.; Portales (NM); On-site; USD 17,000 - 22,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Client Service Professional/Receptionist in Portales, NM. You will greet clients, answer phones, and match clients with the right tax professional to ensure a smooth visit.

In this role you will schedule appointments, assist clients in person, over the phone, or virtually, and help maintain a clean, organized office with the team. This position is ideal for someone with strong customer service skills and multitasking ability.

Qualifications

• Experience in a fast-paced environment.
• Customer service experience required.
• Ability to multi-task effectively.
• Strong organizational and time-management skills.
• Proficiency with 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 ensure all client needs are met during service in person, over the phone, or virtually.
• Maintain office cleanliness and organization of resources with team members.
• Other duties as assigned.

Skills

Customer service

Multitasking

Time management

Organizational skills

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

H&R Block, Inc. is seeking a seasonal Client Service Professional/Receptionist in Portales, NM. You will greet clients, answer phones, and match clients with the right tax professional to ensure a smooth visit.

In this role you will schedule appointments, assist clients in person, over the phone, or virtually, and help maintain a clean, organized office with the team. This position is ideal for someone with strong customer service skills and multitasking ability.