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Customer Service Representative

2 months ago

Adairsville, Georgia, United States H&R Block Full time
About the Role

We are seeking a highly skilled and customer-focused individual to join our team as a Client Service Professional/Receptionist at our H&R Block franchise location. 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, ensuring a positive first impression.
  • Client Matching: Match clients with the best-suited tax professional for their needs, taking into account their specific requirements and preferences.
  • Scheduling: Schedule clients according to their preferred schedule, ensuring that their needs are met and their expectations are exceeded.
  • Client Support: Help ensure that all clients' needs are met during service, both in person, over the phone, or virtually, providing a high level of satisfaction and loyalty.
  • Office Maintenance: Maintain the cleanliness and organization of the office, working collaboratively with team members to ensure a productive and efficient work environment.
Requirements
  • Experience: Previous experience in a fast-paced environment, preferably in a customer service or sales role.
  • Skills: Strong organizational and time-management skills, with the ability to multi-task and prioritize tasks effectively.
  • Technical Skills: Proficient in using Microsoft Office and other relevant software applications.
About H&R Block

H&R Block is a leading provider of tax preparation and financial services, committed to helping individuals and businesses achieve their financial goals. Our team is dedicated to providing exceptional service, expertise, and support to our clients, and we are seeking like-minded individuals to join our team.