Offer summary

Qualifications:

High school diploma or equivalent; bachelor's degree in business, accounting, or related field preferred., Proven experience in a client services or customer support role, preferably within an accounting firm., Excellent interpersonal and English communication skills, with strong organizational and time management abilities., Proficiency in CRM software and Microsoft Office suite, with attention to detail and problem-solving skills..

Key responsibilities:

Serve as the primary point of contact for clients, maintaining professional relationships.

Coordinate client onboarding, account setup, and offboarding processes, ensuring accurate documentation.

Schedule client meetings and facilitate communication between clients and internal teams.

Assist in preparing client reports and monitor project deadlines to ensure timely completion and satisfaction.

Job description

Position: Client Excellence Coordinator

Number of hours: 40 hours/week

Schedule: US Time Zone

Tasks required:

Serve as the primary point of contact for clients, maintaining professional and positive relationships
Coordinate client onboarding and account setup processes, as well as offboarding processes, ensuring all necessary documentation is collected and accurately recorded
Schedule and coordinate client meetings, conference calls, and appointments for accounting professionals, as needed
Facilitate effective communication between clients and internal teams, ensuring timely and accurate responses to client inquiries or concerns
Collaborate with accounting professionals to gather necessary information and documentation for client projects, obtain client progress billing approvals, and monitor lagging projects ensuring smooth workflow and project deadlines
Assist in the preparation and distribution of client reports, financial statements, and other deliverables as requested
Maintain client databases and files, ensuring accurate and up-to-date client information and documentation
Monitor and track client work items, deliverables, and deadlines while ensuring software data is updated per project to ensure timely completion and client satisfaction
Assist in the resolution of client issues and escalations, working closely with internal teams to ensure timely and satisfactory resolutions
Identify opportunities for process improvements and collaborate with internal teams to enhance client service and satisfaction
Other ad hoc tasks that would be assigned

Requirements:

High school diploma or equivalent; bachelor's degree in business, accounting, or related field preferred
Proven experience in a client services or customer support role, preferably within an accounting firm or professional services environment
Working knowledge/experience with accounting tasks, specifically billing
Excellent interpersonal and English communication skills, with the ability to build strong relationships with clients and colleagues
Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines
Attention to detail and a high level of accuracy in managing client information and documentation
Proficiency in using customer relationship management (CRM) software and Microsoft Office suite
Ability to work independently and as part of a team, demonstrating flexibility and adaptability in a fast-paced environment
Problem-solving skills and the ability to address client concerns or issues in a proactive and timely manner
Knowledge of basic accounting principles and an understanding of financial statements is desirable
Professionalism, discretion, and respect for client confidentiality
High sense of professional and interpersonal communication, especially when communicating with clients and team members
Strong attention to detail and work ethic
Highly organized and able to efficiently prioritize multiple tasks