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 journey.

• Take the initiative to manage client communications, set clear expectations, and address any concerns.

• Analyze and resolve intricate client issues by examining account history, documentation, system information, and available resources.

• Conduct phone and virtual consultations to comprehend client needs, eliminate obstacles, and guide them through the service process.

• Address inquiries via phone, email, website, and software platforms in line with established service level expectations.

• Foster trusted client relationships by demonstrating empathy, professionalism, and personalized service.

• Keep precise records of client interactions in Salesforce and other CRM systems.

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

• Assist with engagement completion tasks, including payment collection, authorization forms, and final documentation requirements.

• Contribute to ongoing improvement by providing feedback, identifying process enhancements, and endorsing best practices.

• Encourage client retention through positive service experiences that promote future engagement and referrals.

⛳️ Requirements

• Exceptional client service, relationship-building, and communication abilities.

• Proven capacity to manage multiple priorities in a dynamic, remote setting.

• Strong critical thinking, problem-solving, and decision-making skills.

• Ability to handle sensitive client situations with empathy and professionalism.

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

• Excellent organizational and documentation skills with a keen attention to detail.

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

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

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

• High school diploma or equivalent required.

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

• Willingness to work occasional evenings and weekends during peak filing periods, special projects, or business-critical events.

🏝️ Benefits

• Competitive pay.

• 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.

• Remote work arrangement.

• Support for life both professionally and personally.

• Opportunities for continuous learning.