What are the responsibilities and job description for the Customer Service Representative position at H&R Block?
Job Description
Job Title: Receptionist/CSP
Reports To: Office Manager and Franchise Owners
Positions Available: 1 - 2
- Daytime and/or Evening; Monday - Saturday
Timeframe: Seasonal (Jan 1 - Apr 15)
Job Summary –
The Receptionist/CSP supports the Office Manager and Owners in all areas of the tax office operations ensuring that the office delivers an outstanding client experience by creating a warm and welcoming first and lasting impression that exceeds the unique needs and preferences of each client. In addition, the Receptionist/CSP will interact with clients in person or via telephone through inbound and outbound calls.
Receptionist duties include:
- Greeting clients in a personalized, friendly, and inviting manner
- Matching clients with the best-suited tax professional for their needs
- Scheduling clients how they would like to be scheduled
- Handling client exits by ensuring all current and future needs are met
- Maintaining office cleanliness and organization of resources with team members
- Performing open/close procedures
- Balance cash register; and receives cash, check, and credit card payments for provided tax services; and provide clients with completed tax returns
- Pull files for daily appointments; file completed files away
- Address client issues and escalate as needed
- Call to confirm scheduled appointments
- Use Connect to call existing clients to schedule appointments
- Scanning documents
- Tracking all e-file returns
- Other duties as assigned
Required Skills & Experience:
- High School Diploma or equivalent
- Experience working in a fast-paced environment
- Previous experience in a customer service environment
Preferred Skills & Experience:
- Sales and/or marketing experience
- Previous experience in a customer service environment
- Ability to multi-task
- Strong organizational and time-management skills
- Knowledge of cash registration operations is helpful
- Knowledge and experience with a Windows based computer system preferred
_H&R Block is an equal opportunity employer.
_
Job Types: Seasonal
