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