Client Services Professional

JOB SUMMARY
The Client Service Professional is responsible for ensuring that each client receives the best possible care and attention. This is achieved by greeting/acknowledging each client, identifying client’s needs, and providing prompt and accurate information, while maintaining a pleasant and professional atmosphere.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Greets and welcomes each client in a cheerful and professional manner immediately as the client enters the tax office. Quickly determines the client’s service needs and assigns the client to an appropriate Associate in the scheduling program,
• Monitors client flow by managing and advising clients of the anticipated wait time and following-up when there are any expected delays.
• Remains current with other H&R Block products and services in order to provide basic product information to clients.
• Reads other business publications, as recommended by the District Manager’s instructions.
• Promotes and provides information on additional tax and financial products, which the company may make available.
• Answers the telephone in a professional manner, providing callers with basic information about services and fees when requested. Transfers calls to available tax Associates as necessary to fully respond to inquiries or resolve problems.
• Receives and secures cash, cheques, debit/credit card receipts, and balances the cash as part of the mid-day or end-of-the-day closing procedures. Records all transactions in the Point-of-Sale computer and completes bank deposits in accordance with the District Manager’s instructions.
• Schedules client appointments for the office staff. Assembles client folders as required, maintains
  confidential/sensitive files, and promptly files completed returns. Assists with the maintenance of COD pending and pick-up files.
• Attends required training for the position.
• Maintains proper office appearance and cleanliness. Ensures that workstation is neat and clean at all times and prepares for the following day by ensuring that adequate supplies are on hand.
• Other duties as assigned.

QUALIFICATIONS

• High school diploma or equivalent.
• Two to four years of clerical/administrative experience or equivalent.
• Must have good reading and math skills in order to understand information and effectively explain information to others.
• Previous experience in a customer service environment.
• Ability to add, subtract and provide exact change when exchanging money between the company and the client.
• Ability to operate a computer and applicable software packages.
• Must be willing to work flexible hours.