Client Service Coordinator

📋 Description

• Develop relationships with clients through professional communications.
• Work with clients to obtain all required documents for the services.
• Maintain client contact information and internal databases.
• Help prepare client invoices and ensure timely delivery; follow up on payments.
• Ensure client projects are completed and coordinate timing with internal team as well as the client.
• Provide support to the client management team including check-ins, calendaring, data entry, and onboarding.

🎯 Requirements

• Bachelor's degree preferred
• Experience in Tax, Financial Services, or other Professional Services preferred
• Excellent written and verbal communication skills.
• Customer service oriented.
• Experience managing time sensitive information and the ability to meet strict deadlines.
• Proficient with Microsoft Office Suite.

🎁 Benefits

• Training, mentoring, and development of staff.
• Inclusion-focused culture and emphasis on investing in relationships to make a difference.