What are the responsibilities and job description for the Tax Professional - Client Service Representative position at H&R Block?
Job Summary
We are seeking a highly skilled and motivated Client Service Representative to join our team at H&R Block. As a Client Service Representative, you will be responsible for providing exceptional customer service to our clients, ensuring their needs are met, and exceeding their expectations.
Key Responsibilities
- Answer phones and greet clients in a personalized, friendly, and inviting manner
- Match clients with the best-suited tax professional for their needs
- Schedule clients how they would like to be scheduled
- Help to ensure all clients' needs have been met during service both in person, over the phone or virtually
- Maintain office cleanliness and organization of resources with team members
- Other duties as assigned
Requirements
- Experience working in a fast-paced environment
- Previous experience in a customer service environment
- Ability to multi-task
- Strong organizational and time-management skills
- Computer proficient with the ability to use Microsoft Office
About Us
H&R Block is a company that believes in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel like they belong.
