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Block Advisors - Client Services / Receptionist
DURHAM, NC (USA)
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Post Date: 01/06/17 Company: H&R BLOCK
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Job Type: Full Time Phone:
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Reference: NCIqYMUTSC

Block Advisors Client Service Professional
We look at our client's lives through tax and find ways to help!
Block Advisors is a new tax and business services brand brought to you by H&R Block. At Block Advisors, we believe that tax has the power to make our clients financial lives better. Block Advisors locations are opening up all over the U.S. to fill the needs of clients with more complex tax situations. We feel that our clients deserve a customized tax plan created by the smartest minds in tax, working together on their behalf. Because when they get taxes right, they get their finances right. Join the Block Advisors team for the opportunity to build a career in a fast paced, growing market.
Job Description
The Block Advisors 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 advisor 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

    Education:
    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.

     
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