Job Description

Why is This a Great Opportunity?

The Client Service Coordinator role provides a dynamic opportunity to be the cornerstone of client relationships and operational success. Acting as the primary point of contact for clients, you will play a key role in ensuring seamless communication and project management. This position is ideal for someone who thrives in a collaborative environment, enjoys building professional relationships, and takes pride in delivering exceptional service. With opportunities to grow professionally and hone skills in client communication, organization, and workflow management, this role is perfect for detail-oriented and people-focused professionals.


Job Description:

The Client Service Coordinator is responsible for maintaining and fostering strong client relationships through superior client service and operational support. This role manages project workflows, coordinates client communications, and provides administrative support to ensure efficiency and satisfaction in client interactions.

Key Responsibilities:

• Client Relationship Management:
o Serve as the primary point of contact for clients, ensuring timely and effective communication.
o Address client inquiries and provide assistance with obtaining necessary documents or information.

• Project Coordination:
o Manage project workflows, ensuring smooth operations by coordinating with clients for missing documents or other requirements.
o Utilize client relationship management (CRM) software to support client communication and streamline project processes.

• Appointment and Call Management:
o Schedule and manage meetings and calls with clients, prospects, and other stakeholders.
o Conduct client outreach for tax return receipts, outstanding invoices, and other call-related tasks.

• Administrative Support:
o Assist supervising accountants with tasks such as bulk project setup, client call lists, and other responsibilities as assigned.
o Document communications and maintain client records with accuracy and attention to detail.



Qualifications:

• Education & Experience:
o Minimum of 1 year in a professional office environment (Bachelor’s degree preferred but not required).

• Skills & Attributes:
o High proficiency with computers and the ability to adapt to various software programs.
o Strong organizational skills with the ability to multi-task and prioritize effectively.
o Exceptional attention to detail and accuracy.
o Passion for working with people and proven experience in a client-facing role.
o Professional workplace conduct, including knowledge of best practices for client communication and professional appearance.

• Personal Traits:
o Excellent work ethic with a proactive and self-motivated attitude.
o Strong interpersonal and communication skills, both verbal and written.
o Adaptability to changing priorities, projects, and processes.
o Outgoing personality with a client-focused mindset.
This role is ideal for a professional who is organized, driven, and eager to excel in a client-centric environment while managing multiple responsibilities with precision and professionalism.

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