Client Experience Associate

1 week ago


Jewett City, Connecticut, United States H&R Block Full time

Job Summary: As a Client Experience Associate, you will play a vital role in delivering outstanding client experiences at H&R Block. Your key responsibilities include:

  • Greeting clients and answering phone calls in a professional manner
  • MATCHING clients with suitable tax professionals
  • Scheduling client appointments according to their preferences
  • Ensuring all client needs are met during service
  • Maintaining office cleanliness and organization

Requirements: To succeed in this role, you should possess:

  • Experience working in a fast-paced environment
  • Previous customer service experience
  • Ability to multi-task and prioritize tasks effectively
  • Strong organizational and time-management skills
  • Proficiency in Microsoft Office

Benefits: H&R Block offers a comprehensive benefits package, including:

  • A competitive salary range
  • Employee Assistance Program (EAP)
  • Wellbeing program (BetterYou)
  • Neurodiversity and caregiver support
  • Discounts on everyday items and services
  • Medical Coverage, 401k Retirement Savings Plan, and Employee Stock Purchase Plan (with additional eligibility requirements)

About H&R Block: We are a leading provider of tax and financial services dedicated to empowering individuals and businesses. Our mission is to provide expert guidance and support to help people achieve financial confidence.



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