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Client Services Coordinator

2 months ago

Peoria, Illinois, United States H&R Block Full time

Position Overview:

At H&R Block, we are dedicated to the principle of individuals assisting individuals. Our core mission is to provide support and instill confidence in our clients, team members, and communities at large. We are also committed to fostering a connected culture that values diversity and inclusion, ensuring that everyone feels a sense of belonging.

We are on a continuous journey to enhance our operations and have embarked on a long-term strategy and transformation initiative known as Block Horizons 2025. Our ultimate objective is straightforward: to set higher goals, accelerate transformation, and achieve remarkable outcomes. It is an exhilarating time to be part of H&R Block.

At H&R Block, we are inquisitive, innovative, and always progressing. If you view challenges as opportunities and aspire to make a significant impact in your community, we welcome you to explore this opportunity.

A Day in the Life...

Our primary focus is helping others, allowing you to witness the positive effects of your contributions firsthand. As you empower individuals to make informed, confident choices regarding their lives, careers, and finances, you will cultivate client relationships that strengthen over time.

Taking on the role of a seasonal Receptionist means prioritizing exceptional client experiences now and in the future. Preferred Qualifications:
  • High school diploma or equivalent
  • Experience in sales or marketing
Benefits of Working with Us:

At H&R Block, we prioritize our associates' well-being by investing in their overall health and financial security. Our benefits package is designed to address the unique health, wellness, and financial needs of our team members.
  • Comprehensive medical coverage and wellness programs, including mental health support and coaching
  • 401k Retirement Savings Plan and Employee Stock Purchase Plan
  • Tax preparation benefit - eligible associates can receive tax preparation services at no cost
  • Additional perks such as flexible and remote work options, collaborative teams, and more
The Community You Will Be Part Of:

At H&R Block, we are committed to nurturing a Connected Culture where trust, care, and collaboration define our work environment. We strive to create a space where everyone feels safe to express their authentic selves and belongs to a larger team.

You will experience an outstanding workplace recognized globally on Best Companies lists, surrounded by colleagues dedicated to mutual growth and support.

H&R Block is an equal opportunity employer. We celebrate and welcome diversity in the workplace, regardless of gender, race, ethnicity, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

If you are eager to make a difference, H&R Block is the right place for you. Your Contributions:
  • Answer incoming calls and warmly greet clients in a friendly and inviting manner
  • Match clients with the most suitable tax professional for their specific needs
  • Schedule appointments according to client preferences
  • Ensure all client needs are met during service, whether in person, over the phone, or virtually
  • Maintain office cleanliness and organization in collaboration with team members
  • Perform other assigned duties as needed
Your Qualifications:
  • 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 use, including Microsoft Office