Block Advisors Admin

Client Services Representative

Greet clients and answer phones in a personalized, friendly, and inviting manner. Schedule clients for appointments. Complete data entry for client's files and office reporting. Maintain office cleanliness and organization of resources with team members. Performs general clerical and administrative support of a responsible and confidential nature. Assists with filing, correspondence, faxing, preparation & distribution of documents and other material for clients and office. Take payments and assist with processing and reporting of daily revenue.

• Answer Phones, check in clients for appointments
• Receive Drop offs and client data in office and through mail
• Data entry related to tax, bookkeeping, and payroll work
• Maintain professional office environment
• Ensure the office is using the appropriate network platforms to maintain client accounts and office programs
• Assists in the processing of completed work to present to the client
• Other office duties as assigned

Required Qualifications:

• High school diploma or equivalent
• Customer Service
• Experience with multiple web-based applications
• Computer knowledge specifically with Microsoft Suites
• Phone skills

Preferred Qualifications:

Associate's degree in a related field or the equivalent through a combination of education and related work experience 1-2 Years Experience Technology driven Basic knowledge of Microsoft Suites including Teams Self-Motivated

Why work for us:

At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation. That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.

Pay Range Information:

The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.

Pay Range: $17.64 - $26.49/Hr.