What are the responsibilities and job description for the Client Services Coordinator - Audit position at Yount Hyde and Barbour?

You chart the course; we help you lift off! At YHB, we aren't limited by small-firm constraints or stuck in the big-firm mentality. Our culture is based on relationships - between our teams and our clients. We aim to hire great people who want to take ownership of their careers while we help to provide the tools for success. The Client Services Coordinator is responsible for maintaining direct communication between clients and the organization. Performs a variety of administrative functions in support of senior management to ensure exceptional client service and efficient operations.

Roles and Responsibilities

Technical Expertise & Quality

Letter and presentation processing, binding, and document scanning.
Report formatting and processing.
Processing electronic file requests.
Process Audit Confirmations.
Coordination and scheduling of appointments and / or meetings.
Compile and maintain records for client accounts.
Monitor PBC completion using applicable software.
Communicate between management and clients to ensure engagement readiness.
Liaison to internal departments with client feedback and requests to adjust service offerings.
Build and maintain relationships with clients.

Personal Participation & Professional Development

Actively participates in self-development activities and works with circle leader to develop and monitor appropriate and challenging goals.

Demonstrates an understanding of the importance of cooperation and teamwork through daily interactions with co-workers by maintaining positive working relationships with other team members and displaying an attitude of helpfulness, a focus on team success, and the consideration of the ideas of others.

Required Education & Experience

A 4-year College degree preferred.

5 years related experience or equivalent combination of education and experience.

Proficient in the use of MS Office applications.

Possesses a high level of integrity and ability to respect confidentiality.

Effective verbal and written communication skills.

Ability to handle multiple tasks simultaneously.

Strong computer skills.

Good knowledge of firm policies and procedures.

Enthusiastic and self-motivated.

Benefits & Perks

We believe that real effort should be rewarded. That is why YHB is investing in our people and fostering a supportive, rewarding work environment. As part of our team, you will enjoy :

Competitive Compensation & Rewards :

Market-competitive salary with performance-based bonuses.

Retirement savings plan with a 401(k) & profit-sharing plan.

Comprehensive Health & Wellness :

Health, dental, and vision insurance.

Wellness programs and employee assistance programs (EAP).

Paid parental leave and family support.

Professional Development :

Learning and development opportunities.

Tuition reimbursement.

CPA exam support, certification reimbursements, and mentorship programs.

Internal promotions and career pathing opportunities.

Work-Life Balance :

Generous paid time off (PTO) and holidays.

Flexible work arrangements (hybrid / remote options available).

Engaging Work Culture :

Collaborative and inclusive work environment.

Employee resource groups and diversity initiatives.

Social events, team-building activities, and volunteer opportunities.

YHB is strongly committed to providing equal employment opportunities for all employees and all applicants for employment. For us, this is the only acceptable way to do business!

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Client Services Coordinator - Audit

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