Seasonal, Client Relationship Specialist

H&R Block • Remote, MO

21h • $16 - $24 • Remote

About The Position

The Client Relationship Specialist (CRS) serves as the primary point of contact for clients throughout their virtual tax service journey, ensuring a seamless, supportive, and high-quality client experience. The role manages client communications, resolves service and technical concerns, coordinates activities across internal teams, and advocates for clients from onboarding through completion. Through personalized support, clear communication, and problem solving, the CRS builds trusted client relationships. As part of H&R Block Assisted Operations, the position contributes to client satisfaction, retention, and loyalty through remote service delivery.

The CRS supports clients through the virtual tax preparation process, conducts phone and virtual consultations, responds to inquiries through multiple channels, documents interactions in CRM systems, and partners with tax and cross-functional teams. The role also assists with engagement completion activities and contributes feedback and process improvements.

This is a primarily remote, seasonal position. Occasional evening and weekend hours may be required during peak filing periods, special projects, or business-critical events. The stated pay range is $16.06–$24.09 per hour. Eligible associates may participate in incentive compensation or short-term incentive plans and may enroll in medical and prescription drug coverage, the H&R Block Retirement Savings Plan, and other listed programs.

Requirements

• Strong client service, relationship-building, and communication skills.
• Ability to manage multiple priorities in a fast-paced, remote environment.
• Excellent critical thinking, problem-solving, and decision-making capabilities.
• Ability to navigate sensitive client situations with empathy and professionalism.
• Strong organizational and documentation skills with attention to detail.
• Proficiency with Microsoft Office applications and collaboration tools such as Microsoft Teams.
• Ability to work independently while collaborating effectively within a team environment.
• High school diploma or equivalent.
• Minimum 1 year of experience in a customer service or financial services position.

Nice To Haves

• Experience working with CRM systems, including Salesforce.
• Prior experience in customer service, client support, account management, or tax-related operations.
• Experience in a large phone center.

Responsibilities

• Serve as the primary point of contact for clients, providing guidance and support throughout the virtual tax preparation process.
• Proactively manage communications, set expectations, and address concerns to deliver an exceptional client experience.
• Analyze and resolve complex client issues by reviewing account history, documentation, system information, and available resources.
• Conduct phone and virtual consultations to understand client needs, remove barriers, and help clients navigate the service process.
• Respond to inquiries received through phone, email, website, and software platforms within established service level expectations.
• Build trusted client relationships through empathy, professionalism, and personalized service.
• Maintain accurate and thorough documentation of client interactions within Salesforce and other CRM systems.
• Partner with Tax Advisors, Client Relationship Professionals, and cross-functional teams to ensure timely resolution of client needs.
• Assist clients with engagement completion activities, including payment collection, authorization forms, and final documentation requirements.
• Share feedback, identify process enhancements, and support best practices across the organization.
• Promote client retention through positive experiences that encourage future engagement and referrals.

Benefits

• Competitive pay
• Medical and prescription drug coverage for qualifying associates and eligible dependents
• H&R Block Retirement Savings Plan (401(k) Plan)
• Employee Assistance Program
• (Virtual) fitness center programs
• Associate discount program
• Business Travel Accident Insurance
• Associate Tax Prep benefit
• Potential participation in incentive compensation or short-term incentive plans

What This Job Offers

• Education Level: High school or GED