Client Service Coordinator

H&R Block, Inc. Hollywood , FL 33081

Posted 4 weeks ago

What you'll do...

Joining H&R Block as a seasonal Receptionist means you'll relentlessly focus on how to wow clients now, and in the future. You'll need the ability to work a flexible schedule in multiple, fast-paced locations during the tax season from January to April.

You'll be an integral part of showcasing our passion and pride and delivering on our purpose to provide help and inspire confidence in our clients and communities everywhere.

If the typical year-round 9 to 5 isn't for you, this seasonal position provides the freedom, flexibility, and extra earnings you'll need to embrace what makes your life uniquely yours. After successfully working this tax season, you may find that you want to apply to return for subsequent seasons, or even apply for advancement.

Day to day, you'll

  • Greet clients in a personalized, friendly, and inviting manner

  • Match clients with the best-suited tax professional for their needs

  • Schedule clients how they would like to be scheduled

  • Handle client exits by ensuring all current and future needs are met

  • Maintain office cleanliness and organization of resources with team members

  • Other duties as assigned

What you'll bring to the team...

  • High school diploma or equivalent

  • Experience working in a fast-paced environment

  • Previous experience in a customer service environment

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Client Service AssociateParaplanner

Kestra Financial Independent Advisor

Posted 3 weeks ago

VIEW JOBS 11/2/2020 12:00:00 AM 2021-01-31T00:00 <p><strong>Essential Duties and Responsibilities</strong></p><ul><ul> <li> Assist in client meeting preparation and follow-up including assembling requisite paperwork, proposals, report generation, appointment scheduling and post-meeting documentation</li> <li>Research investment and insurance products and pricing; prepare proposals and applications for annuity, life insurance, long term care insurance and disability insurance </li> <li>Maintain Redtail CRM database; Manage Client and Prospective Client Work Flow and coordinate follow-up with Advisors</li> <li>Assist in preparation of consolidated investment performance reporting</li> <li>Assist in financial planning strategies within EMoney software: collaborate with the Advisors by collecting client financial data, creating Net Worth statements, inputting data into software, and ensuring accuracy and timeliness for all submitted work; Works proactively, consistently seeking out new opportunities to assist advisors in planning more effectively, maximizing data, defining best practices and identifying high-impact activities; Compiling all required data from current or prospective clients (assets, liabilities, insurance policies, estate documents, tax returns, etc.)</li> <li>Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards</li> <li>Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance</li> <li>Deepen client relationships and establish credibility and rapport both in-person and via phone to enhance customers’ financial relationships</li> <li>Manage multiple and competing priorities on a daily basis in pursuit of business objectives</li> <li>Other responsibilities as assigned by the Financial Advisors</li> </ul></ul><p><strong>Requirements</strong></p><p><strong>Knowledge, Skills, and/or Abilities</strong></p><ul> <ul> <li>Advanced computer skills (Outlook, Word, Excel and Power Point) are essential</li> <li>Experience with E-Money financial planning/reporting software preferred</li> <li>Experience with Redtail CRM software preferred</li> <li>Excellent communication skills, both verbally and in writing</li> <li>Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once</li> <li> Ability to build relationships with clients and internal partners and influence others without direct control</li> <li></li> </ul> </ul><p><br></p><p><strong>Education and/or Experience</strong><br></p><ul> <li>Bachelor's degree in a business-related field preferred</li> <li>The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: annuities, insurance and managed accounts</li> <li>Previous experience in the independent financial services culture preferred</li> </ul><p><br></p><p><strong>Certificates, Licenses, Registration</strong></p><ul> <li>Series 7 and 65/66 preferred (or ability to obtain)</li> <li>Life, Health and Variable Annuity license preferred</li> </ul><p><strong>Benefits</strong></p><p><strong>Compensation</strong></p> <ul> <li>Compensation is determined by qualifications, experience, the external market, organizational financials, and specific performance requirements</li> <li>Salary is generally reviewed annually or if responsibilities and/or job requirements change. Salary increases are not guaranteed</li> <li>Compensation for this position is a base salary and bonus income </li> <li>Rewarding Benefits Package, including Medical/Dental/Vision/Long Term Disability Insurance and 401-k with 4% Employer Match</li> </ul> Kestra Financial Independent Advisor Hollywood FL

Client Service Coordinator

H&R Block, Inc.