Seasonal Client Relationship Specialist

🔥 2 minutes ago

🏰 Missouri – Remote

🏰 Missouri – Remote

💵 $16 - $24 / hour

⏰ Full Time

🟢 Junior

🚫👨‍🎓 No degree required

👻 Ghost score 0%

What it means: the chance that no one is really hiring for this job.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 founded in 1955 that helps individuals and small businesses with tax filing, bookkeeping, payroll, business-formation services, and related financial products. The company operates retail and franchise tax offices, offers online filing and tax-software options, provides financial products (refund advances, a branded debit card and other bank products in partnership with Pathward), and serves both consumer and small-business customers. H&R Block also runs training and seasonal staffing programs, and provides resources such as The Tax Institute and audit/notice support.

📋 Description

• Serve as the primary point of contact for clients throughout the virtual tax preparation process • Proactively manage client communications, set expectations, and address concerns • Analyze and resolve complex client issues by reviewing account history, documentation, system information, and available resources • Conduct phone and virtual consultations to understand client needs, remove barriers, and navigate the service process • Respond to inquiries through phone, email, website, and software platforms within established service level expectations • Build trusted client relationships through empathy, professionalism, and personalized service • Maintain accurate documentation of client interactions 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 activities, including payment collection, authorization forms, and final documentation requirements • Contribute to continuous improvement by sharing feedback, identifying process enhancements, and supporting best practices • Promote client retention through positive service experiences that encourage future engagement and referrals

🎯 Requirements

• Strong client service, relationship-building, and communication skills • Demonstrated 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 • Ability to work occasional evening and weekend hours during peak filing periods, special projects, or business-critical events

🏖️ Benefits

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

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