Customer Service Representative

5 days ago


Paso Robles, California, United States H&R Block Full time
About the Role

We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative at our Franchise Location. As a key member of our team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and exceeding their expectations.

Key Responsibilities
  • Client Service: Answer phones, greet clients, and match them with the best-suited tax professional for their needs.
  • Scheduling: Schedule clients according to their preferences and ensure all their needs are met during service.
  • Office Maintenance: Maintain office cleanliness and organization of resources with team members.
  • Other Duties: Perform other duties as assigned to ensure the smooth operation of the office.
Requirements
  • Experience: Previous experience in a fast-paced environment, preferably in customer service.
  • Skills: Strong organizational and time-management skills, ability to multi-task, and computer proficiency with Microsoft Office.
About Us

H&R Block is a leading provider of tax preparation and financial services. We are committed to helping our clients achieve their financial goals and providing a positive experience for our customers.



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