H&R Block

Compensation

Full Description

Client Service Associate Job Summary of Client Service Associate: The primary objective of this role is to deliver immediate client aid and establish a favorable office setting. Tasks include client reception, schedule coordination, and support in fulfilling client requests to promote a hospitable and orderly workspace. Job Duties and Responsibilities of Client Service Associate: • Respond to phone calls and meet guests with a personalized, amiable, and polished demeanor. • Connect clients with the tax professional who best fits their individual tax needs. • Organize client meetings in accordance with their scheduling preferences. • Ensure that all client demands are fulfilled across various service delivery channels, including in-person, telephonically, or through virtual means. • Collaborate with team members to uphold cleanliness standards and keep resources in order within the office. • Undertake other responsibilities as requested to aid in supporting office procedures. Qualifications and Experience of Client Service Associate: • Successful attainment of a high school diploma or its equal is necessary. • Dealing with a rapid-paced work environment. • Past involvement in serving customers in a professional capacity. • Proficiency in juggling various responsibilities and making strategic decisions on importance. • Demonstrated strengths in organizing and managing time efficiently. • Skillfulness in using Microsoft Office and other software applications. • Proficiency in accommodating a fluid schedule and working across various office venues. • Previous exposure to sales or marketing is preferred. Benefits of Client Service Associate: • The Health Advocate service within the Employee Assistance Program is designed to assist employees in navigating and accessing healthcare resources effectively. • The BetterYou program is aimed at fostering and maintaining healthy routines for individuals. • The support for caregivers of associates and their families in relation to neurodiversity. • Everyday items and services are offered at reduced prices through various promotions. • Meeting the requirements for additional advantages like Health Coverage, Retirement Savings through the 401(k) Plan, and the Employee Stock Purchase Plan. About Company: H&R Block advocates for the collaborative efforts of individuals assisting one another. It establishes a cohesive and high-performing environment where all employees are valued and included. By continuously seeking improvement and adhering to the Block Next plan, H&R Block directs its attention towards innovation, enhancing the client experience, and ensuring sustainable development. Emphasizing the virtues of inquisitiveness, inventiveness, and the transformation of challenges into opportunities, H&R Block strives to create a significant impact. The company is committed to providing equal employment opportunities and upholding diversity and inclusiveness at all levels within its workforce.