What are the responsibilities and job description for the Financial Client Coordinator position at Accounting Career Consultants?
Job Description
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.
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.
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.
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 :
o Minimum of 1 year in a professional office environment (Bachelor’s degree preferred but not required).
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.
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.
ACCPRI #ACCSP
Company Description
Since 1985 – Accounting Recruitment Experts
Accounting Career Consultants has been providing direct-hire, consulting, and temporary placement services since 1985.
Locally owned with a national reach. We offer the flexibility of a local staffing company combined with the resources of a larger firm. We are committed to developing long-term relationships with both our candidates and clients. We take the time to learn what is important to our candidates and our clients to help ensure a good fit for all parties.
Awards & Recognition :
2019 Forbes America’s Best 250 Professional Search Firms List-Ranked #63
2016-2017 St. Louis Business Journal Fastest-Growing Private Companies
2017 St. Louis Business Journal Largest Temporary Staffing Firms
2015-2017 & 2019 Future 50 Award winner by the St. Louis Small Business Monthly (Celebrating The Area's Top Growing Businesses)
Company Description
Since 1985 – Accounting Recruitment Experts Accounting Career Consultants has been providing direct-hire, consulting, and temporary placement services since 1985. Locally owned with a national reach. We offer the flexibility of a local staffing company combined with the resources of a larger firm. We are committed to developing long-term relationships with both our candidates and clients. We take the time to learn what is important to our candidates and our clients to help ensure a good fit for all parties. Awards & Recognition : 2019 Forbes America’s Best 250 Professional Search Firms List-Ranked #63 2016-2017 St. Louis Business Journal Fastest-Growing Private Companies 2017 St. Louis Business Journal Largest Temporary Staffing Firms 2015-2017 & 2019 Future 50 Award winner by the St. Louis Small Business Monthly (Celebrating The Area's Top Growing Businesses)
