Seasonal Client Relationship Specialist

🔥 5 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 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 • 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 help clients navigate the service process • Respond to inquiries through phone, email, website, and software platforms within established service level expectations • Build trusted client relationships through empathetic, professional, 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 organizational 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

🏖️ 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 • Support for life both in and outside of work • Occasional evening and weekend hours may be required during peak filing periods, special projects, or business-critical events

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