Seasonal Client Services Specialist: Reception

H&R Block; Winterset (IA); On-site; USD 17,000 - 22,000; Full time

Job summary

H&R Block is seeking a seasonal Client Service Professional/Receptionist to support client experiences and help clients make confident financial decisions. You will greet clients, route them to the right tax professional, and schedule appointments with a focus on personal, friendly service.

Ideal candidates bring customer service experience, the ability to multi-task, strong organization, and proficiency with Microsoft Office in a fast-paced environment. This role is on-site and franchise-owned.

Qualifications

• Experience in a fast-paced customer service environment.
• Ability to multi-task and stay organized while assisting clients.
• Proficiency with Microsoft Office and scheduling tasks.

Responsibilities

• Answer phones and greet clients in a personalized, friendly manner.
• Match clients with the best-suited tax professional for their needs.
• Schedule clients as they prefer to be scheduled.
• Ensure all client needs are met during service, in person, over the phone or virtually.
• Maintain office cleanliness and organize resources with the team.
• Perform other duties as assigned.

Skills

Customer service

Multi-tasking

Organizational skills

Microsoft Office

Scheduling

Greet clients

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

H&R Block is seeking a seasonal Client Service Professional/Receptionist to support client experiences and help clients make confident financial decisions. You will greet clients, route them to the right tax professional, and schedule appointments with a focus on personal, friendly service.

Ideal candidates bring customer service experience, the ability to multi-task, strong organization, and proficiency with Microsoft Office in a fast-paced environment. This role is on-site and franchise-owned.