Senior Client Relationship Professional, Seasonal

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

📋 Description

• Act as the primary contact for new clients and assist them throughout the registration process.

• Conduct phone consultations to gain insight into client concerns and aspirations.

• Identify and eliminate obstacles while setting clear expectations for the expat service experience.

• Streamline and accelerate the expat tax process by providing personalized assistance and straightforward explanations.

• Address client messages within a 1-day service level.

• Detect and escalate intricate or tax-specific questions to internal specialists.

• Analyze reports and client accounts to prioritize outreach based on client status and seasonal demands.

• Build trust and rapport with clients and advocate on their behalf.

• Utilize Salesforce and Microsoft Teams for collaboration with colleagues and enhancement of client service practices.

• Promote long-term client loyalty, encouraging repeat business for the following year.

⛳️ Requirements

• High school diploma or its equivalent.

• Minimum of 2 years of relevant work experience.

• Experience in supporting clients through remote communication channels.

• Capability to conduct phone consultations and deliver high-touch customer support.

• Ability to respond to active client messages within a 1-day service level.

• Skill in identifying and escalating complex or tax-specific inquiries.

• Proficiency in reviewing reports and client accounts to prioritize outreach.

• Familiarity with Salesforce and Microsoft Teams.

• Preferred: Associate’s degree in a relevant field or equivalent education and related work experience.

🏝️ Benefits

• Competitive compensation.

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

• Participation in the H&R Block Retirement Savings Plan (401(k) Plan).

• Employee Assistance Program.

• Access to (virtual) fitness center programs.

• Associate discount program.

• Business Travel Accident Insurance.

• Tax preparation benefit for associates.

• Comprehensive support for life both at work and outside of work.

• Potential eligibility for incentive compensation or short-term incentive plans.