Job description
The Expat Client Relationship Professional position is part of the HRB Tax Transformation team and supports the international expat business. The position is primarily responsible for ensuring a great experience for those clients served through remote service and coordinating client workflow and communications. Most communications with clients will be through phone, email, and our software platform. The Expat CRP will also assist the expat advisors as needed in serving the clients.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Be the first point of communication with all clients and answer questions when they submit an inquiry through the expat website or email. Respond to all client inquiries within 24 business hours.
- Maintain records in our remote software for all client inquiries, country sources, and types of inquiry.
- Assist clients with setting up their accounts and virtual folder in the software platform being used for the remote service.
- Oversee the process and flow from client inquiry to signature of client service engagement to uploading tax documents to payment processing, ensuring a great client experience and supporting the client throughout the process.
- Responsible for client follow-up/CRM after their initial inquiry to maximize conversion to a highly satisfied paid client.
- Administration support for expat tax professional team which may include, but is not limited to, printing tax returns, maintaining client records, etc.
- Communication with advisors outside of CSC who may prepare expat returns and are located in countries such as Canada and India.
QUALIFICATIONS
Minimum Requirements
- Excellent communication skills, both written and verbal.
- Ability to manage communications and workflow with many clients concurrently.
- Strong organizational skills and follow-up to maximize conversion from inquiry to highly satisfied paid clients.
- Flexibility to adapt to changing needs within the business and day-to-day tasks as needed.
What you'll bring to the team...
- High school diploma or equivalent
- No previous work experience necessary.
- Ability to manage communications and work flow with many clients concurrently.
- Demonstrated analytical and problem solving skills
- Demonstrated organizational, prioritization, and detail-oriented abilities to meet established work output timelines.
- Excellent interpersonal skills to include oral and written communication.
About H&R Block...
H&R Block’s purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We’ve been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we’ve grown to have approximately 12,000 offices throughout the United States and around the world.
We are a people company first and a tax company second. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it’s how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it’s all those things, and much more.
H&R Block is committed to diversity and inclusion and is proud to be an equal opportunity employer. We consider qualified applicants regardless of race, color, religion, creed, gender, national origin, age, disability, veteran status, marital status, sex, gender expression or identity, sexual orientation, citizenship, or any other legally protected class. All qualified applicants are welcomed and encouraged to apply.
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