Client Service Professional - Receptionist

H&R Block
Oct 10, 2016
Oct 26, 2016
Employer Type
Direct Employer
Employment Type
Full Time
Job Description:

The Client Service Professional ("CSP") 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. The CSP (Client Service Professional) responsibilities include:Welcoming clients, identifying and addressing the client's need, and maintaining a pleasant and business-like atmosphere and attitude.The CSP will interact with clients in person or via telephone through inbound and outbound calls.Uses H&R Block systems to schedule and confirm appointments, check in clients, match clients to the optimal Tax Professional (using client matching software); and effectively manage client flow in a tax office.Routinely balances cash register; and receives cash, check, and credit card payments for provided tax services; and provides clients with completed tax returns and checks. ESSENTIAL DUTIES AND RESPONSIBILITIES:Deliver Outstanding Client ExperienceGreet clients in a personalized, warm, friendly, and inviting manner by using proper phone and office protocolMatch clients to tax professional that is best available to fulfill the client needs by using tools and systems provided such as Client Matching, Client Check-in, Appointment ManagerSchedule clients the way they want to be scheduledManage client wait time expectationsSet clear expectations and explain drop-off procedure Assure client focus, confidentiality, and privacy before, during, and after service Identify and communicate products or services to help unique client needs.Contribute to an office environment that promotes a positive client and associate experience.Partner with team to maintain office cleanliness, organization, and availability of H&R Block materials. QUALIFICATIONS:Education - Completion of a high school diploma or equivalent.Experience - Commitment to providing high level of client satisfaction.Strong communications and interpersonal skillsEnthusiastic and friendly dispositionProfessional and courteous telephone and face-to-face etiquetteAbility to work in a fast-paced environmentBasic computer skills H&R Block is an equal opportunity employer. Apply today using any device at > Tax Office Jobs

Company Description:

H&R Block, founded in 1955, has become one of the most recognized and iconic brands in the consumer landscape, reinforcing its leadership position as the trusted source for tax-based knowledge and tax preparation services.

H&R Block, Inc. (NYSE: HRB) is the world's largest consumer tax services provider. More than 600 million tax returns have been prepared worldwide by and through H&R Block since 1955. The company has grown from a single retail office in Kansas City to a global enterprise with established operations in Canada and Australia, as well as recent entries into Brazil and India. In fiscal 2013, H&R Block had annual revenues of $2.9 billion with 25.4 million tax returns prepared worldwide. Tax return preparation services are provided in company-owned and franchise retail tax offices by approximately 80,000 professional tax preparers, and through H&R Block At HomeTM digital products. H&R Block Bank provides affordable banking products and services.

Today, H&R Block:
Prepares 1 in every 6 U. S. tax returns
Has a retail office within 5 miles of most U.S. taxpayers
Files 1 in every 5 earned Income Tax Credits
Helped clients obtain more than $50 billion in tax refunds, credits and other government benefits in fiscal 2012
Issued nearly 3 million Emerald Cards in fiscal 2012

A company of many firsts, H&R Block was the first retail tax preparation company to:
Introduce the franchise business model
Offer a national school for tax preparer training
Help introduce the electronic filing of tax returns
Add a digital tax solution to its retail services
Introduce a virtual tax preparation platform