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Customer Service Representative

2 months ago

DeMotte, Indiana, 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 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, ensuring a tailored experience.
  • Scheduling: Schedule clients according to their preferences, ensuring flexibility and convenience.
  • Client Needs: Help ensure all client needs are 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 to support the team and office operations.
Requirements
  • Experience: Previous experience in a fast-paced environment, preferably in customer service or a related field.
  • Skills: Strong organizational and time-management skills, ability to multi-task, and proficiency in Microsoft Office.
About Us

H&R Block is a leading provider of tax preparation and financial services. We are committed to helping individuals and businesses achieve their financial goals through expert guidance and personalized support.