What are the responsibilities and job description for the Client Experience Coordinator position at Armanino Advisory LLC?
At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about.
Armanino is proud to be Among the top 20 Largest Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don’t check-out of life when you check-in at work. That’s why we’ve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.
Job Responsibilities
Bring consistent positive energy to the workplace and to the completion of your job duties. You will be a key ambassador of the firm to its clients and a key liaison between the firm’s clients and Audit & Attest teams.
Maintain a client service focus and communicate with both the Audit & Attest teams and client personnel in a friendly and professional manner.
Monitor COE job status and communicate upcoming engagement steps to both the audit team and client in a timely manner.
Work closely with the client to ensure the timely receipt of required audit schedules and test procedures support.
Update supervisor of job status and engagement issues in a timely and consistent manner.
Working with the client, COE, and audit teams, assist in the completion of data import procedures and required data reconciliation and completeness procedures.
Complete procedures to document the accuracy of financial schedules.
Prepare clear and accurate workpapers.
Understand and comply with the Firm’s quality control policy.
Requirements
Bachelor’s degree in Accounting, Finance, or related field, or equivalent client service or administrative services experience.
With Bachelor’s degree: 1-2 years’ experience. Without Bachelor’s degree: 3 years client service or administration services experience.
Strong organizational, multi-tasking, and project management skills.
Ability to resolve issues independently.
Excellent verbal and written communication skills.
Working knowledge of the Microsoft Office Suite and Adobe Acrobat Engagement.
Maintain neat and professional appearance.
Possess a courteous, cooperative and professional attitude.
Demonstrate enthusiasm and desire to succeed.
Display a commitment to acting in the best interest of the Firm.
Practice discretion and discernment in dealing with client and Firm matters.
“Armanino” is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.
Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.
Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition’s knowledge will result in termination of contract.
Armanino has a robust offering of benefits, including:
Medical, dental, vision
Generous PTO plan and paid sick time
Flexible work arrangements
401K with Profit Sharing
Wellness program
Generous parental leave
11 paid holidays
For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.
For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance
To view our Consumer Notice at Collection for job applicants, please visit: https://www.armanino.com/terms/ccpa-employee-notice/
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We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
