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Specialist-Finance

Company: H&R Block
Location: Kansas City
Posted on: May 16, 2022

Job Description:

Job Summary What you'll do Perform routine financial processes and transactions for the Corporation. Apply basic financial or accounting principles to identify and accurately enter financial information. Support operational functions by assisting with Financial Services products including H&R Block Emerald Prepaid MasterCard--, Refund Transfer, Emerald Advance, Refund Advance, Savings and more. Research and respond to inquiries received from internal departments, as well as, external clients which are escalated via the Client Service Organization. Use cross-functional tools and resources to increase overall operating efficiencies, operational documentation, and planning. Partners with teammates and manager when standard procedures have been met and takes ownership over an issue until it is resolved and responded to in a timely fashion. Job Duties Serves as a contact for operational support by using professional and excellent customer service skills, demonstrating sensitivity or empathy for escalated client issues, as well as, providing direct support to Client Service Organization Assist with researching escalations to report and resolve outstanding issues regarding the operational group the associate is supporting. Interpret client needs and utilize resources such as training, standard operating procedures, and systems to resolve client issues Executes established procedures within established service levels (SLA) Work incoming ACH deposits, report exception items and account maintenance requests from clients Processes various forms of financial information and materials and enters financial information into various systems. Responsible for validating accuracy of data from financial systems and resolving any discrepancies Gathers and summarizes data; conducts research and analyzes information with the intention of resolving discrepancies or client inquiries Obtains, researches, and processes confidential/legal information. Responsible for the creation and maintenance of standard operating procedures Responds timely to inquiries and conducts all necessary research to resolve customer requests, including, contacting clients directly with resolution Participates in the development, improvement, and implementation of current financial processes, as well as, new/acquired processes Provide assistance and support to other departments including Client Support Organization and Field Support Performs other duties as assigned What You'll Bring To The Team Education: High school diploma or equivalent Work Experience: 2 years experience with financial procedures, processing and client service Working knowledge of banking processes and regulations Ability to learn new systems and maneuver between multiple systems at one time Ability to work independently and maintain sensitive and confidential information. Ability to collect, analyze, and summarize data and to assimilate into a useful format. Strong attention to detail to ensure accuracy of processing. Effective oral, written, and interpersonal communication skills. Ability to work effectively in a diverse work group, as well as, across Company departments Ability to handle multiple tasks and projects simultaneously in a fast-paced environment Understanding and previous use of a Windows-based computer system. High proficiency in MS Word and Excel. Ability to navigate on the Internet. Excellent attendance and punctuality record It would be even better if you also had Education: Bachelor's degree in related field About H&R Block We---re here to live our purpose---to provide help and inspire confidence in our clients and communities everywhere. We take our work personally, because we know what it represents: Families and homes. Livelihoods and lives. We---ve been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we---ve grown to approximately 12,000 tax offices throughout the United States and around the world. When you join our team, you---ll add to the momentum of a forward-thinking company---one that defined an industry and is now leading its transformation. Sponsored Job hrbjob

Keywords: H&R Block, Kansas City , Specialist-Finance, Accounting, Auditing , Kansas City, Kansas

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