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Senior Client Relationship Professional, Seasonal
H&R BlockSenior Client Relationship Professional serving as the first point of contact for new expat service clients. Guiding them through registration and ensuring a supportive and high-quality client experience.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client relationship management and effective communication, ensuring a seamless expat service experience through personalized support and problem resolution. Proficient in utilizing Salesforce and Microsoft Teams to enhance collaboration and client service practices.
Highest-signal resume keywords
Client Relationship ManagementEmpathetic CommunicationExpat Tax Process SupportSalesforce ProficiencyMicrosoft Teams Collaboration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Professional CommunicationProblem SolvingTrust BuildingClient AdvocacyActive Listening
Tools & Technologies
SalesforceMicrosoft Teams
Industry Keywords
Expat ServicesClient ConsultationTax InquiriesClient OutreachService Level Agreement
About the role
Key responsibilities & impact- Serve as the initial point of contact for new clients, guiding them through the entire registration process with clarity and care
- Conduct phone consultations to understand client concerns and goals, identify and remove roadblocks, and establish expectations for the expat service experience
- Simplify and expedite the complex expat tax process by providing personalized, high-touch support and clear explanations
- Respond to active client messages within a 1-day service level, using empathetic, professional, and informative communication
- Identify and escalate complex or tax-specific inquiries to the appropriate internal experts to ensure accurate resolution
- Review reports and client accounts to prioritize outreach based on client status and seasonal needs, ensuring forward momentum
- Establish trust and rapport with clients by acting as their advocate to ensure their needs are met and their concerns are addressed promptly
- Utilize tools like Salesforce and Microsoft Teams to collaborate with peers, share insights, and contribute to enhancing client service practices
- Leave clients with a positive impression and a desire to return next year, thereby fostering long-term loyalty
Requirements
What you’ll need- High school diploma or equivalent
- 2 years minimum related work experience
- Associate’s degree in a related field or the equivalent through a combination of education and related work experience (preferred)
Benefits
Comp & perks- Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage
- Participate in the H&R Block Retirement Savings Plan (401(k) Plan)
- Employee Assistance Program
- (Virtual) fitness center programs
- Associate discount program
- Automatically enrolled in Business Travel Accident Insurance
- Receive Associate Tax Prep benefit