Client Services Representative
5 days ago
Company Overview
H&R Block is a trusted leader in the tax preparation and financial services industry. With a rich history spanning over eight decades, we have built a reputation for delivering exceptional service to our clients.
Job Description
The CSP/Receptionist plays a critical role in providing excellent client experiences by greeting clients, matching them with suitable tax professionals, and ensuring seamless appointment scheduling. Additionally, this individual will maintain a clean and organized workspace, collaborating with team members to achieve this goal.
Key Responsibilities
- Client Greeting: Welcome clients warmly, creating a positive first impression.
- Professional Matching: Pair clients with the most suitable tax expert based on their specific needs.
- Appointment Scheduling: Accommodate client preferences for appointments, ensuring a smooth process.
- Client Exit: Ensure all current and future needs are met before clients depart.
- Office Maintenance: Maintain a tidy workspace, working collaboratively with colleagues.
What We Offer
- $45,000 - $65,000 annual salary range.
- Opportunities for advancement within the company.
- A supportive and inclusive workplace culture.
Join Our Team
Becoming a part of the H&R Block team means being part of a dynamic and compassionate group of professionals dedicated to helping our clients achieve their financial goals.
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