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Franchise Business Development Representative

2 months ago

Santa Ana, California, United States H&R Block Full time
About the Role

We are seeking a highly motivated and customer-focused individual to join our team as a Client Service Professional/Receptionist. As a key member of our team, you will be responsible for providing exceptional customer service, ensuring a seamless client experience, and contributing to the overall success of our office.

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 Needs: 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.
  • Additional Duties: Perform other duties as assigned.
Requirements
  • Experience: Experience working in a fast-paced environment.
  • Customer Service: Previous experience in a customer service environment.
  • Multi-Tasking: Ability to multi-task.
  • Organizational Skills: Strong organizational and time-management skills.
  • Computer Proficiency: Computer proficient with the ability to use Microsoft Office.
About Us

At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel like they belong.