Seasonal Client Relationship Specialist

This is a fully remote position, open to applicants in Missouri.

📋 Description

• Act as the main point of contact for clients during the virtual tax preparation process.

• Offer guidance and assistance throughout the virtual tax service experience.

• Proactively handle communications, set client expectations, and resolve any concerns.

• Analyze and address complex client issues by utilizing account history, documentation, system information, and available resources.

• Conduct phone and virtual consultations to comprehend client needs and eliminate obstacles.

• Address inquiries through phone, email, website, and software platforms in accordance with service level expectations.

• Foster trusted client relationships through personalized services.

• Accurately document client interactions in Salesforce and other CRM systems.

• Collaborate with Tax Advisors, Client Relationship Professionals, and cross-functional teams to meet client needs.

• Assist in completing engagements, including payment collection, authorization forms, and final documentation.

• Provide feedback, identify process improvements, and promote organizational best practices.

• Encourage client retention, future engagement, and referrals.

⛳️ Requirements

• Strong skills in client service, relationship building, and communication.

• Ability to handle multiple priorities in a fast-paced, remote setting.

• Exceptional critical thinking, problem-solving, and decision-making abilities.

• Capacity to manage sensitive client situations with empathy and professionalism.

• Experience with CRM systems, particularly Salesforce, is preferred.

• Strong organizational skills and attention to detail, especially in documentation.

• Proficiency in Microsoft Office applications and collaboration tools like Microsoft Teams.

• Capability to work independently while effectively collaborating within a team.

• Previous experience in customer service, client support, account management, or tax-related operations is preferred.

• High school diploma or equivalent is required.

• At least 1 year of experience in a customer service or financial services role, preferably in a large call center.

• Occasional availability for evenings and weekends may be necessary during peak filing seasons, special projects, or critical business events.

🏝️ Benefits

• Medical and prescription drug coverage for eligible associates and their 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 salary.

• Comprehensive benefits package.

• Support for life both inside and outside of work.

• Opportunities for continuous learning.

• Remote work arrangement.