H&R Block · 5 months ago
Acquisition CSP
WAUPACA, Wisconsin
Full-time
Onsite
New Grad, Entry LevelH&R Block is dedicated to helping clients and communities with confidence and support. The Acquisition Client Service Professional (CSP) is responsible for delivering an outstanding client experience by greeting clients warmly, managing appointments, and ensuring client satisfaction throughout their service journey.
ConsultingRetailService IndustryTax Preparation
Responsibilities
Deliver Outstanding Client Experience
Greet clients in a personalized, warm, friendly, and inviting manner by using proper phone and office protocol
Match clients to tax professional that is best available to fulfill the client needs by using tools and systems provided such as Client Matching, Client Check-in, Appointment Manager, and Prior Client Calling Program (PCCP)
Schedule clients the way they want to be scheduled
Manage client wait time expectations
Set clear expectations and explain drop-off procedure
Assure client focus, confidentiality, and privacy before, during, and after service
Identify and communicate products or services to help unique client needs
Identify front desk service barriers and proactively offer solutions
Handle client exits by verifying current and future needs have been met
Own resolution of client issues, using appropriate escalation process, as needed
Treat everyone as a client and ensure all interactions positively reflect H&R Block
Understand and follow all office procedures and systems, including opening, closing, POS, cash drawer reconciliation, paperwork filing, and H&R Block products
Promote Teamwork & Collaboration
Understand and support the district and office priorities
Contribute to an office environment that promotes a positive client and associate experience
Partner with team to maintain office cleanliness, organization, and availability of H&R Block materials
Proactively respond to unmet needs of client and office
Be an active and cooperative member of your office team by participating in office and district level marketing activities to grow our business
Other duties, as assigned
Qualification
Required
High school diploma or equivalent
Ability to concentrate and work effectively in a fast-paced, high volume environment
Professional and courteous telephone and face-to-face etiquette
Excellent interpersonal skills to include oral and written communication
Commitment to providing high level of client satisfaction
Company
H&R Block
H&R Block is a tax solutions provider that offers tax returns, filings, and advisory services for individuals and businesses. It is a sub-organization of Ameriprise Financial.
Founded in 1955
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-01-13IPO
Leadership Team
Andy Phillips
Vice President - The Tax Institute at H&R Block
George Agurkis
Vice President, Government Relations
Recent News
2026-01-17
2026-01-15
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