Client Excellence Coordinator

Position Overview

The Client Excellence Coordinator at Walters and Associates plays a vital role in ensuring exceptional client experiences and maintaining high standards of service. This position bridges communication between clients and internal teams, promotes efficiency, and ensures that client relationships are nurtured and sustained. The ideal candidate will thrive in a professional accounting environment and possess the skills to handle diverse client needs with care and attention to detail.

Key Responsibilities

• Serve as the primary point of contact for clients, ensuring clear and timely communication regarding services, deadlines, and deliverables.
• Coordinate and oversee client onboarding processes, ensuring all necessary documents, contracts, and information are gathered accurately.
• Monitor client satisfaction and proactively address concerns or feedback to improve services.
• Collaborate with CPAs, accountants, and administrative staff to ensure seamless service delivery.
• Schedule and prepare for client meetings, including gathering relevant documents, reports, and data.
• Manage client portals and ensure timely updates of records, filings, and communications.
• Track key milestones and deadlines (e.g., tax filings, audit schedules) to ensure timely completion of client projects.
• Support the marketing team with client-focused initiatives, including events, newsletters, and informational webinars.
• Assist in drafting client proposals, engagement letters, and service agreements.
• Ensure compliance with all relevant regulations and firm policies in client interactions and documentation.

Qualifications

• Education: Bachelor’s degree in Business Administration, Accounting, Marketing, or a related field (preferred).
• Experience:
• 2 years in client relations, customer service, or administrative roles, preferably in a CPA firm or professional services environment.
• Familiarity with tax preparation, audits, and accounting services is a plus.
• Skills:
• Strong organizational skills and ability to manage multiple priorities and deadlines.
• Excellent written and verbal communication skills, with a professional demeanor.
• Proficiency in Microsoft Office products preferred
• Detail-oriented with the ability to handle sensitive information confidentially.
• Problem-solving skills and a proactive, client-focused approach.

Job Type: Full-time

Pay: $16.84 - $22.00 per hour

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Work Location: In person

Salary : $17 - $22