Seasonal Client Relationship Specialist

🕒 3 days ago

🏰 Missouri – Remote

🏰 Missouri – Remote

💵 $16 - $24 / hour

⏰ Full Time

🟢 Junior

🚫👨‍🎓 No degree required

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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H&R Block

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1955

💸 Finance

👥 B2C

🤝 B2B

Finance • B2C • B2B

H&R Block is a U. S. -based tax preparation and financial services company that provides in-person and online tax filing, tax professionals, small business bookkeeping and payroll, and related financial products such as refund advances and prepaid cards. Founded in 1955, it operates retail tax offices, franchises, and digital platforms to serve consumers and small businesses with tax, accounting, and financial solutions.

📋 Description

• Serve as the primary point of contact for clients throughout the virtual tax preparation process • Provide guidance and support through the virtual tax service journey • Proactively manage communications, set expectations, and address client concerns • Analyze and resolve complex client issues using account history, documentation, system information, and available resources • Conduct phone and virtual consultations to understand client needs and remove barriers • Respond to inquiries via phone, email, website, and software platforms within service level expectations • Build trusted client relationships through personalized service • Document client interactions accurately in Salesforce and other CRM systems • Partner with Tax Advisors, Client Relationship Professionals, and cross-functional teams to resolve client needs • Assist with engagement completion, including payment collection, authorization forms, and final documentation • Share feedback, identify process enhancements, and support organizational best practices • Promote client retention, future engagement, and referrals

🎯 Requirements

• Strong client service, relationship-building, and communication skills • Ability to manage multiple priorities in a fast-paced, remote environment • Excellent critical thinking, problem-solving, and decision-making capabilities • Ability to navigate sensitive client situations with empathy and professionalism • Experience working with CRM systems, including Salesforce, preferred • Strong organizational and documentation skills with attention to detail • Proficiency with Microsoft Office applications and collaboration tools such as Microsoft Teams • Ability to work independently while collaborating effectively within a team environment • Prior experience in customer service, client support, account management, or tax-related operations preferred • High school diploma or equivalent • Minimum 1 year of experience in a customer service or financial services position, preferably in a large phone center • Occasional evening and weekend availability may be required during peak filing periods, special projects, or business-critical events

🏖️ 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 • Competitive pay • Comprehensive benefits • Support for life both in and outside of work • Continuous learning • Remote work arrangement