A Client Service Representative or Associate receives calls from clients and customers, provides information about products, services and policies, and assists clients with transactions. Handles client inquiries and helps to resolve complaints. May help callers to complete on-line transactions. May help financial services clients to manage accounts. In banking, may handle branch service transactions.
As a seasonal Client Service Professional / Receptionist at H&R Block, you'll be the welcoming first impression for every client. You'll manage client scheduling, support daily office operations, and work alongside a team of tax professionals. With training and support, this role can be a stepping stone into tax preparation or office leadership. This role is in-person and not remote. Greet clients warmly and create a welcoming, professional first impression as the face of the office Answer phone calls, schedule appointments, and match clients with the right tax professional based on their needs Manage client check-in and intake processes, including scanning and organizing documents Maintain office organization and cleanliness to support a smooth, professional client experience Collaborate with tax professionals and team members to ensure seamless daily operations Handle sensitive client information with confidentiality, discretion, and care
Required Qualifications:
Experience working in a fast-paced, client-centric environment Strong interpersonal and communication skills, with the ability to collaborate effectively with team members and serve clients professionally Ability to multitask and manage competing priorities throughout the day Organizational skills with attention to detail and follow-through Comfort using basic computer programs and digital tools (e.g., Microsoft Office, Teams and scheduling systems) Availability to work evenings and weekends during tax season
Preferred Qualifications:
High school diploma/GED or equivalent Previous experience in hospitality, call center, customer service or medical industries Previous experience in a receptionist, front desk, or administrative support role Experience working in a tax office, CPA firm, or financial services environment Why work for us: At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation. That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
Pay Range Information:
The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.
