Seasonal Client Relationship Specialist

🔥 0 minutes ago

🏰 Missouri – Remote

🏰 Missouri – Remote

⏰ Full Time

🟢 Junior

🚫👨‍🎓 No degree required

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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 • Manage client communications, set expectations, and address 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 help clients navigate the service process • Respond to phone, email, website, and software-platform inquiries within service-level expectations • Build trusted client relationships through empathetic, professional, and 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 payment collection, authorization forms, and final documentation requirements • 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 handle sensitive client situations with empathy and professionalism • Experience 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

• 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 • Continuous learning • Support for life both in and outside of work