Seasonal Client Service Specialist - Scheduling

H&R Block; Town of Medford (WI); On-site; USD 17,000 - 22,000; Full time

Job summary

H&R Block in Wisconsin is seeking a seasonal Client Service Professional/Receptionist to welcome clients, answer phones, and connect customers with the right tax professional. You’ll help schedule appointments and ensure every client leaves satisfied.

In this role you’ll support daily operations, maintain a clean workspace, and handle inquiries in person, by phone, or virtually. Prior customer service experience is preferred, and proficiency with Microsoft Office is helpful.

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

Multi-tasking

Time management

Microsoft Office

Phone etiquette

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

H&R Block in Wisconsin is seeking a seasonal Client Service Professional/Receptionist to welcome clients, answer phones, and connect customers with the right tax professional. You’ll help schedule appointments and ensure every client leaves satisfied.

In this role you’ll support daily operations, maintain a clean workspace, and handle inquiries in person, by phone, or virtually. Prior customer service experience is preferred, and proficiency with Microsoft Office is helpful.