Client Services Representative

2 weeks ago

Vancouver, British Columbia, Canada H&R Block Canada Full time

Company Description

H&R Block Canada has been Canada's leading tax preparation firm for over 60 years, dedicated to providing expert tax solutions to individuals and businesses. With a strong network of nearly 1,000 offices across the country and a highly trained team of Tax Experts, we offer a comprehensive range of tax services. Our innovative digital tools and in-person support options ensure a seamless experience for every client. Headquartered in Calgary, Alberta, H&R Block Canada is passionate about supporting communities through initiatives like the Returning Hope Program, which offers free filing services to Canadians in need. We are committed to fostering a culture that celebrates diversity and empowers our Associates to thrive and grow as part of our team.

Role Description

This temporary on-site role, located in Vancouver, BC, offers an opportunity to join our team as a Client Services Representative. The Client Services Representative will assist clients with their tax-related inquiries, ensuring exceptional customer service throughout the filing process. Key responsibilities include managing client appointments, addressing client needs in a professional and friendly manner, supporting smooth front-desk operations, and collaborating with team members to maintain a positive client experience. The role requires building rapport with clients, maintaining an organized workflow, and ensuring client satisfaction at every step.

Qualifications

  • Strong Client Services and Customer Service skills to enhance client relationships and provide satisfying experiences.
  • Excellent Communication skills for clear and professional interactions with clients and team members.
  • Ability to focus on Customer Satisfaction through proactive problem-solving and a client-first approach.
  • Basic understanding of Finance or experience in a financial services environment is advantageous.
  • Detail-oriented and organized with the ability to multi-task in a fast-paced environment.
  • Proficiency in using digital tools and office systems for appointment management and client service.
  • Previous experience in customer service or client-facing roles is an asset.

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