Client Service Professional

H&R Block • Saint Peter, MN

9d • Onsite

About The Position

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 is an in-person position, not remote.

The role involves greeting clients, answering calls, scheduling appointments, matching clients with tax professionals, managing check-in and intake, scanning and organizing documents, and maintaining office organization and cleanliness. You’ll collaborate with colleagues to support daily operations and handle sensitive client information with confidentiality, discretion, and care.

Requirements

• 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.
• Ability to multitask and manage competing priorities throughout the day.
• Organizational skills with attention to detail and follow-through.
• Comfort using basic computer programs and digital tools, such as Microsoft Office, Teams, and scheduling systems.
• Availability to work evenings and weekends during tax season.

Nice To Haves

• High school diploma/GED or equivalent.
• Previous experience in hospitality, call center, customer service, or medical industries.
• Previous experience in a receptionist, front desk, or administrative support role.
• Experience working in a tax office, CPA firm, or financial services environment.

Responsibilities

• 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.

Benefits

• Competitive pay and comprehensive benefits.
• 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

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed