Client Services Coordinator
Our client is seeking a highly organized Client Services Coordinator to serve as the operational hub between clients and internal teams. This role combines client support, project coordination, workflow management, and administrative operations to ensure projects stay on track and clients receive exceptional service throughout the engagement process.
This is an excellent opportunity for someone who thrives in a fast-paced professional services environment, enjoys juggling multiple priorities, and takes pride in delivering a seamless client experience.
Key Responsibilities
Client Experience & Communication
- Act as a primary point of contact for client inquiries and ongoing communication
- Guide clients through document collection, electronic signatures, secure portals, and final deliverables
- Proactively follow up on outstanding requests and ensure timely completion of required items
- Deliver responsive, professional service while maintaining positive client relationships
- Help manage expectations and keep clients informed throughout project lifecycles
Workflow & Project Coordination
- Coordinate projects from initiation through completion
- Track deadlines, project milestones, and outstanding deliverables across multiple engagements
- Support team members by maintaining visibility into workflow and project status
- Identify delays, bottlenecks, or process issues and escalate concerns when appropriate
- Assist with document processing, filing activities, signature tracking, and final project delivery
Operations & Administrative Support
- Maintain accurate records and documentation within company systems
- Support billing, accounts receivable, and general administrative functions as needed
- Ensure client and project information is organized, complete, and up to date
- Collaborate with colleagues across departments to support operational efficiency
- Assist during peak workload periods to ensure deadlines are met
Qualifications
- Experience working with CRM systems, workflow management platforms, project tracking software, or document management tools
- Strong organizational and time-management skills with the ability to manage competing priorities
- Excellent written and verbal communication abilities
- High level of accuracy, attention to detail, and follow-through
- Strong problem-solving skills and professional judgment
- Ability to work independently while contributing effectively within a team environment
- Previous experience in public accounting, tax, legal, financial services, or another professional services setting is highly preferred
What Success Looks Like
- Clients receive timely and professional communication
- Projects remain organized, visible, and on schedule
- Deadlines and follow-up activities are proactively managed
- Internal teams can rely on accurate documentation and coordination support
- Processes run efficiently and contribute to an exceptional client experience
$85,000 – $95,000
Please email your resume for immediate consideration.
Tia McKeen, Senior Managing Director – Staffing
Timing is everything. Whether you are aggressively in a job search or simply passive for the ideal position, we would like to have the chance to share our opportunities with you. We specialize in placement for accounting and finance professionals. Many of our positions are not posted on the internet. Please contact me for more information about this role as well as other opportunities.
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