Client Service Professional
Job in
Sparta, Monroe County, Wisconsin, 54656, USA
Listing for:
H&R Block
Full Time
position
Listed on 2026-11-05
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Customer Service/HelpDesk
Office Administrator/ Coordinator, Customer Service Rep
Job Description & How to Apply Below
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
- 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
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