Senior Client Engagement Specialist

Senior Client Engagement Specialist Join H&R Block as a Senior Client Engagement Specialist. In this role you will partner with RIA‑referred clients to deliver a white‑glove experience, ensuring high client satisfaction and retention while driving new referrals. Company Overview At H&R Block, we believe in the power of people helping people. Our purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We foster a high‑performing, connected culture where everyone feels they belong. Role Overview The Senior Client Engagement Specialist is the first point of contact for all RIA referred clients. You will onboard new clients, manage return tracking and SLA, train Tax Advisors and Client Service Professionals, and collaborate with partner wealth managers to enhance the client experience. Responsibilities Onboard all new RIA referred clients in a timely, thorough manner with an eye for detail. Manage client experience, providing white‑glove service and setting clear expectations for retention and referrals. Host customer service training sessions for new Tax Advisors and Client Service Professionals to establish clear communication and client experience expectations. Track return completions, upload completed returns to Secure FTP or CRM tool, and manage SLA tracking. Interface with partner wealth managers to update client status, answer questions, and create partnerships that further the client experience. Qualifications Previous experience in a financial services or Registered Investment Advisor (RIA) business. Familiarity with H&R Block’s tax training library. Tax expertise preferred but not required. Proficiency in Karbon (Accounting based AI‑powered practice management software). Bachelor’s degree or equivalent through a combination of education and related work experience. Minimum three years of related work experience. Benefits Employee Assistance Program with Health Advocate. Wellbeing program, BetterYou. Neurodiversity and caregiver support available. Various discounts on everyday items and services. Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan. Check out all available benefits at Pay Range $11.00 - $29.00/Hr. Equal Opportunity Employer H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status. #J-18808-Ljbffr H&R Block