This role is responsible for key elements to ensure a high level of success and client satisfaction with a newly established partnership between H&R Block and RIA referred clients. You will be focused on client experience, providing white glove service, keen assessment skills to ensure proper selection of Tax Advisor match with new client, primary lead on reporting and tracking of Return completions, and will host customer service training sessions with new Tax Advisors and Client Service Professionals (CSPs) to establish clear understanding of communication and client experience expectations to win, retain and delight these referral clients from “Retail” Wealth Managers. You will interface with the wealth managers from the partnered firms supplying updates on client status, answering questions as needed, and creating partnerships between the tax advisors in the program and the wealth managers to further the client experience. This role is the first point of contact for all RIA referred clients to H&R Block. You will onboard all new clients in this market category and ensure this is done timely, thoroughly and with an attention to detail that will warrant a high level of client satisfaction while achieving retention of clients and additional referrals.