Seasonal Client Services & Scheduling Specialist

H&R Block, Inc.; Waukon (IA); On-site; USD 17,000 - 25,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Client Service Professional/Receptionist to greet clients, answer phones, and help connect customers with the right tax professional. You will schedule appointments and assist clients in person, over the phone, or virtually while maintaining a welcoming office environment.

The role emphasizes delivering excellent service, coordinating with team members, and ensuring client needs are met throughout each visit. This office operates under a franchise model.

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

Fast-paced

Customer service

Multi-tasking

Organization

Microsoft Office

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

H&R Block, Inc. is seeking a seasonal Client Service Professional/Receptionist to greet clients, answer phones, and help connect customers with the right tax professional. You will schedule appointments and assist clients in person, over the phone, or virtually while maintaining a welcoming office environment.

The role emphasizes delivering excellent service, coordinating with team members, and ensuring client needs are met throughout each visit. This office operates under a franchise model.