Customer Service Representative

1 week ago


Somerset, Wisconsin, 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 Client Service Professional/Receptionist at our H&R Block franchise location in Somerset, Wisconsin.

Key Responsibilities
  • Provide exceptional customer service to clients, ensuring a personalized and friendly experience
  • Match clients with the most suitable tax professional for their needs, based on their requirements and preferences
  • Schedule clients according to their preferred schedule, ensuring a seamless and efficient experience
  • Ensure all client needs are met during service, both in-person, over the phone, or virtually
  • Maintain a clean and organized office environment, working collaboratively with team members
  • Perform other duties as assigned by management
Requirements
  • High school diploma or equivalent
  • Previous experience in sales or marketing, with a strong focus on customer service
  • Ability to work in a fast-paced environment, with excellent time-management and organizational skills
  • Proficiency in Microsoft Office, with the ability to learn new software and systems quickly
What We Offer

As a Client Service Professional/Receptionist at H&R Block, you will have the opportunity to work in a dynamic and supportive environment, with a focus on delivering exceptional customer service and building strong relationships with clients.



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