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Company: H&R Block
Location: Binghamton
Posted on: January 9, 2019

Job Description:

Job DescriptionWe are hiring part time seasonal workers that will work the front desk of our offices. This is both full time and part time and seasonal, January-April.JOB TITLE: Client Service Professional DEPARTMENT: Tax ServicesLOCATION: Tax OfficeREPORTS TO: Office Manager

  • JOB SUMMARY –The Client Service Professional (“CSP”) will deliver an outstanding client experience by creating a warm and welcoming first and lasting impression that exceeds the unique needs and preferences of each client.

    The CSP (Client Service Professional)- is responsible for welcoming clients, identifying and addressing the client’s need, and maintaining a pleasant and business-like atmosphere and attitude. The CSP will interact with clients in person or via telephone through inbound and outbound calls. Uses H&R Block systems to schedule and confirm appointments, check in clients, match clients to the optimal Tax Professional (using client matching software); and effectively manage client flow in a tax office. Routinely balances cash register; and receives cash, check, and credit card payments for provided tax services; and provides clients with completed tax returns and checks.
  • ESSENTIAL DUTIES AND RESPONSIBILITIES –Deliver Outstanding Client Experience
    • Greet clients in a personalized, warm, friendly, and inviting manner by using proper phone and office protocol
    • Match clients to tax professional that is best available to fulfill the client needs by using tools and systems provided such as Client Matching, Client Check-in, Appointment Manager, and Prior Client Calling Program (PCCP)
    • Schedule clients the way they want to be scheduled
    • Manage client wait time expectations
    • Set clear expectations and explain drop-off procedure
    • Assure client focus, confidentiality, and privacy before, during, and after service
    • Identify and communicate products or services to help unique client needs
    • Identify front desk service barriers and proactively offer solutions
    • Handle client exits by verifying current and future needs have been met
    • Own resolution of client issues, using appropriate escalation process, as needed
    • Treat everyone as a client and ensure all interactions positively reflect H&R Block
    • Understand and follow all office procedures and systems, including opening, closing, POS, cash drawer reconciliation, paperwork filing, and H&R Block products Promote Teamwork & Collaboration
      • Understand and support the district and office priorities
      • Contribute to an office environment that promotes a positive client and associate experience
      • Partner with team to maintain office cleanliness, organization, and availability of H&R Block materials
      • Proactively respond to unmet needs of client and office
      • Be an active and cooperative member of your office team by participating in office and district level marketing activities to grow our business. Other duties, as assigned
        • Work EnvironnentNormal office environnent with desktop computer(s)
        • Special Physical Requirements –N/A
          • Travel –Travel may be required to attend company-sponsored meetings, training, and events.
          • QUALIFICATIONS –
            • Education –Completion of a high school diploma or equivalent. An Associate or Bachelor’s College Degree is desired.
              • Experience –MINIMUM REQUIREMENTS- Commitment to providing high level of client satisfaction- Strong communications and interpersonal skills- Enthusiastic and friendly disposition- Professional and courteous telephone and face-to-face etiquette- Ability to work in a fast-paced environmentPREFERRED QUALIFICATIONS- Previous experience in a customer service environment
                • Technicalskills –- Strong computer skills and experience using Windows-based computer systems- Ability to reconcile receipts and prepare bank deposits
                • Management –Not applicable
                  • Special Requirements Specific to Job –- Must be willing to work flexible hours- Additional federal, state, or local requirements may applyCompany DescriptionH&R

                    Keywords: H&R Block, Binghamton , Receptionist, Administration, Clerical , Binghamton, New York

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