Block Advisors Client Service Professional
H&R Block
About the Role As a seasonal Client Service Professional / Receptionist at H&R Block, you'll be the welcoming first impression for every client. You'll manage client scheduling, support daily office operations, and work alongside a team of tax professionals. With training and support, this role can be a stepping stone into tax preparation or office leadership. This role is in-person and not remote. Greet clients warmly and create a welcoming, professional first impression as the face of the office Answer phone calls, schedule appointments, and match clients with the right tax professional based on their needs Manage client check-in and intake processes, including scanning and organizing documents Maintain office organization and cleanliness to support a smooth, professional client experience Collaborate with tax professionals and team members to ensure seamless daily operations Handle sensitive client information with confidentiality, discretion, and care Required Qualifications Experience working in a fast-paced, client-centric environment Strong interpersonal and communication skills, with the ability to collaborate effectively with team members and serve clients professionally Ability to multitask and manage competing priorities throughout the day Organizational skills with attention to detail and follow-through Comfort using basic computer programs and digital tools (e.g., Microsoft Office, Teams and scheduling systems) Availability to work evenings and weekends during tax season Preferred Qualifications High school diploma/GED or equivalent Previous experience in hospitality, call center, customer service or medical industries Previous experience in a receptionist, front desk, or administrative support role Experience working in a tax office, CPA firm, or financial services environment 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. #J-18808-Ljbffr H&R Block, Inc.
- ...About the Role As a year-round Block Advisor Tax Advisor, you are a trusted advisor who helps clients navigate complex tax and business services situations with confidence. You'll... ...(financial advising, insurance, or professional services) Why work for us At H...SuggestedHourly payWork at officeLocal area
- Overview Join to apply for the Block Advisor Tax Advisor - Remote role at... ...inspire confidence in our clients, associates, and communities... ...H&R Block as a Remote Tax Professional means you’ll serve clients with... ...additional products and services Understand that teamwork is...SuggestedRemote jobFull timeFlexible hours
- Aritzia in Southlake, TX is seeking a Service Advisor to deliver elevated, Everyday Luxury service at the service counter. You will process transactions, manage client services, and maintain organization to create memorable moments for clients in the store. You will collaborate...Suggested
- ...the United States’ most respected full-service residential property companies, operating... ...apartments and manages 220,000 units for its clients. To learn more, visit willowbridgepc.com... ...hiring for a Leasing & Marketing Professional — someone who brings fresh thinking, follows...SuggestedPart timeCurrently hiringWork at officeFlexible hours
$10k
...Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed... ...practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance...SuggestedWork experience placementWork at officeWork from home$10k
...Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an International Investment... ...don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use...Work at officeWork from home- ...Communication Specialist We are a team of passionate, experienced professionals who are committed to providing the highest level of service to our customers for our clients. Our team is made up of people who have a passion for helping others and are looking for the...
- ...UsMercedes-Benz USA is responsible for the sales, marketing and service of all Mercedes-Benz and Maybach products in the United States... ...or Six Sigma Black Belt (Lean preferred)Project Management Professional (PMP) preferredMust have at least 5-7 years of demonstrated experience...Local areaHome officeFlexible hours
- ...our dynamic team as a Financial Advisor as we continue to expand and empower clients in their pursuit of financial success... .... Join our team of professionals in the wealth management industry... ...solutions and unparalleled client service. At GDS Wealth Management, we strive...Full timeMonday to Friday
- Sevita is seeking Direct Support Professionals to provide compassionate care in residential settings. You will assist individuals with daily... ...should have a high school diploma or equivalent and be at least 18 years old; some prior human services #J-18808-Ljbffr SevitaPart time
- ...Customer Service Representative Under direct supervision, provide exceptional customer service, involving receipt and payment... ...attending high school Ability to communicate clearly and professionally in both Spanish and English Six months of work experience...Work experience placementWork at officeFlexible hoursAfternoon shift
- ...each application. We work with industry professionals and end users from the conceptual stage... ...our journey to be the best HVAC sales and service organization in North America. We... ...mission by being the BEST provider for our clients, the BEST partner for manufacturers, the...Work at officeWeekend work
- JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and customers in the... ...experts for specialized needs. You will help clients access self-service options, ensure compliance with banking regulations, and work...Flexible hours
$44.59k
.... By joining us, you will be exposed to professionals from across the U.S. and abroad who are... ...funding. What a day of a Post Secondary Advisor looks like: Advises students on course... ...take responsibility for a high level of service Demonstrate critical thinking and interpersonal...Work at officeRemote workNight shift- ...Applied Mathematics, Engineering, Finance, Economics, Statistics, Computer Science, or a related quantitative discipline5+ years of professional experience in asset liability management, net interest income or economic value of equity sensitivity analytics, scenario...Full timeWork at office
$5,000 per month
...supply chain management is what we do, and at the heart of Expeditors you will find professionalism, leadership, and a friendly environment, all of which foster an innovative, customer service-based approach to logistics. Expeditors is a global logistics company...Full timeLocal area- Full-time, Client Service Associate (CSA) Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on integrity and trust. We take the stress out of managing personal finances by making them less complicated...Full timeLocal area
- Texas AirSystems, LLC. is seeking a Parts Warranty Administrator to support warranty and warehouse operations. You will validate warranty requests, log activities in Zendesk, and manage defective components and credits. Strong organization and communication are essential...
- ...relationships, understanding employment goals, and connecting clients with job opportunities, education, and community... ...with resumes, applications, interview preparation, and professional presentation, while explaining services and resources. #J-18808-Ljbffr MMC Group LPFull time
- ...Are you interested in servicing Ultra High Net Worth (UHNW) clients? Fisher Investments is hiring for High Asset Under Management (AUM) Investment Counselors... ...needs, with the aim to build a long-term trust and professional relationships. The Day-to-Day: Contacting...Work at officeWork from home
$45k - $100k
...of applicants. Join a financial services firm where your contributions are valued... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're... ...rating. If you find yourself at a professional crossroads, a career as a financial...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Wealth Management Opportunity Our client is a nationwide well-respected financial planning... ...company offering solutions for financial professionals, tax professionals and CPA firms, looking to grow their business, offering services through its RIA and insurance agency by...
- ...Communications Specialist (ECS) receives and processes requests for service for police, fire, and EMS. Demonstrates a strong leadership... ...of confidential and sensitive information in a discrete and professional manner. Maintains the integrity, professionalism, values, and...Full timeWork at officeLocal areaImmediate startShift workNight shiftWeekend work
- The Well in Southlake, TX is seeking a Senior Financial Advisor/Investment Adviser Representative to guide retirees and... ...bonuses, and a strong path toward long-term professional growth in a small, client-centered firm. Hybrid in-office and remote work supports...Work at officeRemote work
$70k - $75k
...a relationship-driven Senior Financial Advisor who leads with listening- and knows how... ...close? We are recruiting on behalf of our client- an established, client-centered independent... ...and a desire to find a long-term professional home Located within approximately 45-60...Work at officeRemote work- ...Series 66 licenses OR approved professional designation that exempts... ...to register as an Investment Advisor Representative (IAR) with the... ...ability to build and manage client relationships with professionalism... ...designed to enhance client service and operational efficiency. Competitive...Full time
$60 - $70 per hour
...AI-specific certifications (e.g., Certified AI Risk Management Professional) EEO Employer Apex Systems is an equal opportunity employer.... ...that include CompTIA and IIBA. Apex has a dedicated customer service team for our Consultants that can address questions around benefits...Work at office3 days per week- ...dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and... ...dynamic demands of the role, ensuring timely and efficient service Exceed customer expectations through ease, empathy and...Local areaMonday to Friday
$63.52k
Join our team of dedicated professionals and make a difference in the lives of Flower Mound residents! Receives and dispatches requests... ...police, fire, and animal control emergency and non-emergency services. Also provides Emergency Medical Dispatch (EMD) services. **...Work experience placementWork at officeAll shiftsFlexible hoursNight shiftWeekend work$58.5k - $70k
...credit unions to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Educational Employees Credit Union invites you to join our employee advisor model as a Wealth Advisor with LPL Financial. EECU's mission...Work at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Block Advisors Client Service Professional. Be the first to apply!
- college advisor Grapevine, TX
- innovation advisor Grapevine, TX
- care advisor Grapevine, TX
- advisor Grapevine, TX
- service advisor assistant service manager Grapevine, TX
- customer service supervisor Grapevine, TX
- online customer service part time Grapevine, TX
- receptionist customer service Grapevine, TX
- home based customer service Grapevine, TX
- retail customer service Grapevine, TX



