Client Services
H&R Block - New Haven, CT

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The Client Service Professional will deliver 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 Client Service Professional is responsible for:
  • Greeting clients in a personalized, friendly, and inviting manner
  • Matching clients with the best suited tax professional for their needs
  • Scheduling clients how they would like to be scheduled
  • Handling client exits by assuring all current and future needs are met
  • Maintaining office cleanliness and organization of resources with team members
  • Other duties as assigned

Minimum Qualifications

High school diploma or equivalent.

Skills and Experience

Strong customer service skills needed to ensure an outstanding end-to-end client experience.

Ability to perform well under stress while working in a fast-paced environment.

Ability to multi-task.

Strong organizational and time-management skills.

Knowledge of cash registration operations is helpful.

Knowledge and experience with a Windows based computer system preferred.

H&R Block - 12 months ago - save job - copy to clipboard
About this company
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H&R Block is one of the world's largest tax services providers, utilizing more than 100,000 highly trained tax professionals and having...