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Client Services Associate
2 months ago
Job Overview:
At H&R Block, we recognize the significance of individuals supporting one another. Our core mission is to assist and empower our clients, team members, and communities at large. We are dedicated to fostering a connected workplace that values diversity and inclusion, ensuring everyone feels a sense of belonging.We are committed to ongoing enhancement of our operations through a long-term strategy known as Block Horizons 2025, aimed at achieving greater ambitions, accelerated transformation, and remarkable outcomes. This is an exciting period to be part of H&R Block.
A Day in the Life...
Your role in helping others will be evident as you witness the positive effects of your contributions. By guiding individuals to make informed and confident choices regarding their lives, careers, and finances, you will cultivate client relationships that strengthen over time.
As a seasonal Receptionist at H&R Block, your focus will be on delivering exceptional service to clients now and in the future. Preferred Qualifications:
- High school diploma or equivalent
- Experience in sales or marketing
At H&R Block, we prioritize our employees' well-being by offering comprehensive benefits tailored to their health, wellness, and financial needs.
- Medical coverage and wellness programs, including mental health support and coaching
- 401k Retirement Savings Plan and Employee Stock Purchase Plan
- Tax preparation benefit allowing eligible employees to receive tax preparation services at no cost
- Additional perks such as flexible and remote work options, collaborative teams, and more
At H&R Block, we are dedicated to cultivating a Connected Culture characterized by trust, care, and collaboration. We strive to create an environment where everyone feels safe to express their authentic selves and is embraced as part of a larger team.
You will experience an outstanding work atmosphere recognized globally on Best Companies lists, surrounded by colleagues committed to mutual growth and support.
H&R Block is an equal opportunity employer, welcoming and celebrating diversity in the workplace, regardless of gender, race, ethnicity, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.
If you seek to make a meaningful impact, H&R Block is the right place for you.Key Responsibilities:
- Answer phone calls and warmly greet clients in a personalized and inviting manner
- Match clients with the most suitable tax professional for their needs
- Schedule appointments according to client preferences
- Ensure all client needs are met during service, whether in person, over the phone, or virtually
- Maintain cleanliness and organization of the office in collaboration with team members
- Perform other assigned duties as necessary
- Experience in a fast-paced work environment
- Prior experience in customer service
- Ability to manage multiple tasks simultaneously
- Strong organizational and time-management skills
- Proficient in computer usage, including Microsoft Office
