H&R Block - Port Jefferson Station, NY

posted 21 days ago

Full-time - Entry Level
Port Jefferson Station, NY
Professional, Scientific, and Technical Services

About the position

The Receptionist at H&R Block plays a crucial role in providing exceptional client service and support. This position involves greeting clients, answering phones, and ensuring that all client needs are met during their service experience. The role is designed for individuals who thrive in a fast-paced environment and are committed to helping others make informed decisions about their financial matters.

Responsibilities

  • Answer phones and greet clients in a personalized, friendly, and inviting manner.
  • Match clients with the best-suited tax professional for their needs.
  • Schedule clients according to their preferences.
  • Ensure all client needs are met during service, whether in person, over the phone, or virtually.
  • Maintain office cleanliness and organization of resources with team members.
  • Perform other duties as assigned.

Requirements

  • High school diploma or equivalent.
  • Experience working in a fast-paced environment.
  • Previous experience in a customer service environment.
  • Ability to multi-task.
  • Strong organizational and time-management skills.
  • Computer proficiency with the ability to use Microsoft Office.

Nice-to-haves

  • Sales/marketing experience.

Benefits

  • Employee Assistance Program with Health Advocate.
  • Wellbeing program, BetterYou, to help build healthy habits.
  • Neurodiversity and caregiver support available.
  • Various discounts on everyday items and services.
  • Medical Coverage (with additional eligibility requirements).
  • 401k Retirement Savings Plan (with additional eligibility requirements).
  • Employee Stock Purchase Plan (with additional eligibility requirements).
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