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Client Service Representative

2 months ago

Pella, Iowa, United States H&R Block Full time
About the Role

We are seeking a highly motivated and customer-focused Client Service Representative to join our team at H&R Block. As a Client Service Representative, you will be the first point of contact for our clients, providing exceptional service and support to ensure their needs are met.

Key Responsibilities
  • Client Service: Answer phones and greet clients in a personalized, friendly, and inviting manner.
  • Client Matching: Match clients with the best-suited tax professional for their needs.
  • Scheduling: Schedule clients how they would like to be scheduled.
  • Client Support: Help to ensure all clients' needs have been met during service both in person, over the phone or virtually.
  • Office Maintenance: Maintain office cleanliness and organization of resources with team members.
Requirements
  • Experience: Experience working in a fast-paced environment.
  • Customer Service: Previous experience in a customer service environment.
  • Organizational Skills: Strong organizational and time-management skills.
  • Computer Proficiency: Computer proficient with the ability to use Microsoft Office.
About H&R Block

H&R Block is a leading provider of tax preparation and financial services. We believe in the power of people helping people and are committed to providing exceptional service to our clients.