Senior Client Success & Onboarding Specialist
H&R Block, Inc.
H&R Block, Inc. seeks a client experience lead for a new partnership with RIA-referred clients. You will manage onboarding, ensure proper Tax Advisor matches, and coordinate reporting of returns while hosting training for Tax Advisors and CSPs to set clear expectations for communication and experience with referral clients from Retail Wealth Managers. You will interface with wealth managers, updating client status and strengthening ties to enhance the client experience. #J-18808-Ljbffr H&R Block, Inc.
Vacancy posted 3 days ago
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