14 Client Care Advisor Jobs in San Francisco, CA
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H&R Block is Hiring a Client Care Advisor Near San Francisco, CA
- Answer phones and greet clients in a personalized, friendly, and inviting manner
- Match clients with the best-suited tax professional for their needs and aid in converting clients that are on hold
- Schedule clients how they would like to be scheduled, including promoting virtual tools
- Conducting tax preparation wrap up discussions with clients
- 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
Job Summary
Full Time
Business Services
$94k-137k (estimate)
02/03/2023
04/16/2023
hrblock.com
KANSAS CITY, MO
15,000 - 50,000
1955
JEFFREY J JONES II
$1B - $3B
Business Services
Related Companies
The job skills required for Client Care Advisor include Futures, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Care Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Care Advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Care Advisor positions, which can be used as a reference in future career path planning. As a Client Care Advisor, it can be promoted into senior positions as a Wealth Management Specialist, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Care Advisor. You can explore the career advancement for a Client Care Advisor below and select your interested title to get hiring information.
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