H&R Block→
Receptionist - Franchise Location at H&R Block in Woodland, CA
Skills
Job Description
Summary: H&R Block is a tax preparation and financial services company serving clients through independently owned and operated franchise offices. The Client Service Professional/Receptionist will greet clients, answer phones, schedule appointments, connect clients with appropriate tax professionals, and help ensure a positive client experience while maintaining office organization.
Responsibilities:
- Answer phones and greet clients in a personalized, friendly, and inviting manner
- Match clients with the best-suited tax professional for their needs
- Schedule clients how they would like to be scheduled
- Help to ensure all clients needs have been met during service both in person, over the phone or virtually
- Maintain office cleanliness and organization of resources with team members
- Other duties as assigned
Required Qualifications:
- Experience working in a fast-paced environment
- Previous experience in a customer service environment
- Ability to multi-task
- Strong organizational and time-management skills
- Computer proficient with the ability to use Microsoft Office
Preferred Qualifications:
- High school diploma or equivalent
- Ability to work flexible schedule and/or in multiple locations
- Sales/marketing experience
Required Skills: Microsoft Office, Sales and Marketing