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
Your Expertise:
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
It would be even better if you also had...
High school diploma or equivalent
Sales/marketing experience
1 - This office is an independently owned and operated franchise office operating under an agreement with H&R Block. Franchisees make their own hiring decisions and any questions regarding employment at this office should be made directly to the franchisee.
Seniority level
Entry level
Employment type
Full-time
Job function
Administrative
Industries
Financial Services and Retail
Referrals increase your chances of interviewing at H&R Block by 2x