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Client coordinator Jobs in USA

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Client coordinator • usa

Last updated: 1 day ago

Client Service Coordinator

R.D. Barnett PLLCSeattle, WA, US
$58,000.00 yearly
Full-time
Quick Apply

Client Service Coordinator The person who keeps client communication, documents, and next steps moving.Full-time, non-exempt, 40 hours per week Work location: Remote with optional in-office access ... Show more

Client Coordinator

Superior Landscape & IrrigationWill, Illinois, US
$20.00 hourly
Full-time +2

Are you passionate about creating exceptional customer experiences and thriving in a fast-paced, dynamic environment? If so, A Pool Day is seeking a Client Coordinator for a temporary position that... Show more

Client Coordinator

Allure AestheticsKing of Prussia, Pennsylvania, United States
Full-time

Full-Time | In-Person | King of Prussia, PA.Allure Aesthetics is a luxury medical aesthetics practice in King of Prussia, PA, known for refined results, thoughtful care, and an elevated client expe... Show more

Client Coordinator

IICRCSaint Paul, MN, United States
$45,000.00 yearly
Full-time

Do you enjoy playing a support role to help your teammates be successful? Are you an empathetic person who enjoys communicating with customers? Do you like to work at a fast-pace with shifting prio... Show more

Client Care Coordinator

DiPasquale MooreKansas City, MO, US
Full-time
Quick Apply

Competitive base salary based on your experience, plus the opportunity to earn an annual bonus.Associates Degree Preferred experience includes Microsoft Office or Google Workspace and knowledge of ... Show more

Client Care Coordinator

Home Care EvolutionSacramento, CA, United States
$56,000.00 yearly
Full-time

At Right At Home Sacramento-Davis, clients aren't the only people who receive exceptional careour team does too.We offer flexible scheduling, clear career paths, and a supportive culture where your... Show more

Client Coordinator

ThalhimerVirginia Beach, VA, USA
$50,000.00 yearly
Full-time
Quick Apply

Reports To: Brokerage Services ManagerSUMMARYThe Client Coordinator will report to the Office Manager and will serve as the support for multiple brokers and/or teams.This position is responsible fo... Show more

Client Coordinator

Maxim Health SystemsMaitland, FL, United States
Full-time

Maxim Healthcare is seeking a proactive and organized Client Coordinator to serve as a vital link between clients, patients, and caregivers.This role is perfect for someone who thrives in a fast-pa... Show more

Client Coordinator

LowerColumbus, OH, United States
Full-time

Oxford Home Lending is one of the fastest growing direct-to-consumer mortgage companies in the nation.We are actively seeking high-energy individuals to represent our company and grow with us.We ar... Show more

Client Care Coordinator

SkinSpiritPark Ridge, New Jersey, US
Full-time
Quick Apply

Celebrating 20+ years of excellence, SkinSpirit is a top destination for aesthetic skincare and body-with over 55 locations nationwide.Our highly trained experts are the best in the industry-renown... Show more

Client Hospitality Coordinator

Eno's Pizza TavernTX, US
Part-time
Quick Apply

Join us at the table! We are seeking a polished, welcoming, and highly organized Client Experience Coordinator to support an EOS Implementer and deliver an exceptional experience for clients and gu... Show more

Client Coordinator

Mvix Digital SignageSterling, VA, United States
Full-time +1

Client Coordinator Opportunity.Enjoy creating success stories?.Enjoy providing training and guidance?.Enjoy doing research, surveys and webinars?.Like being relied on by your clients?.MVIX has a jo... Show more

Client Experience Coordinator

CFO Systems Recruiting DivisionWestport, CT, United States
Full-time

Gold Family Wealth is currently seeking a professional Client Experience Coordinator for a very busy and successful finance office.Deliver a welcoming, professional first impression for all visitor... Show more

Client Solutions Coordinator

LjhorizonsSt. Cloud, Minnesota, United States
Remote
Full-time
Quick Apply

Are you someone who enjoys solving problems, staying organized, and helping people find the right solutions?.We're looking for dependable individuals with strong communication and organizational sk... Show more

Client Care Coordinator

Right at Home BirminghamVestavia Hills, AL
Full-time

Are you looking for a challenging role that allows development opportunities while improving the quality of life for those you serve? Are you passionate about person-centered care and committed to ... Show more

Client Coordinator

Blyss JourneysGreenville, SC, USA
Remote
Part-time
Quick Apply

We are currently seeking a highly organized and detail-oriented professional to join our remote team in a client coordination and service support role.This position focuses on assisting clients thr... Show more

Client Experience Coordinator

TravelbynightOhio, Ohio, United States
Remote
Part-time
Quick Apply

Do you enjoy helping people, staying organized, and creating positive experiences? This flexible remote role focuses on assisting clients with travel planning support, destination research, and per... Show more

Client Coordinator

TLC Care ServicesSoldotna, Alaska
Full-time
Quick Apply

We are looking for a reliable and organized Office Coordinator / Care Coordinator to support daily office operations and help ensure quality care for clients.This role involves scheduling, communic... Show more

Client Booking Coordinator

Allergy Aware AdventuresGeorgia, Georgia, United States
Remote
Part-time
Quick Apply

Remote Travel Support Specialist (Flexible Schedule).We're looking for organized, detail-oriented individuals who enjoy helping others and are interested in coordinating travel experiences from hom... Show more

Client Services Coordinator

24RestoreAnoka, MN, United States
Full-time

Client Services Coordinator (Entry Level Claims Department).Restore is a local leader in emergency restoration, helping people recover from fire, water, mold, biohazard, and storm damage.We've pro... Show more

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Client Service Coordinator

Client Service Coordinator

R.D. Barnett PLLCSeattle, WA, US
4 days ago
Salary
$58,000.00 yearly
Job type
  • Full-time
  • Quick Apply
Job description

Client Service Coordinator The person who keeps client communication, documents, and next steps moving. Position:

  • Full-time, non-exempt, 40 hours per week Work location: Remote with optional in-office access for Seattle-area employees Team: Tax Department Administration Salary: $58,000-68,000 depending upon experience About R.D.
  • Barnett PLLC R.D.
  • Barnett PLLC is a growing accounting, tax, and advisory firm.
  • Accounting, tax, and advisory services are the heart of our business, but relationships are our lifeblood.
  • We listen, ask questions, customize solutions, and care about outcomes.
  • We are also a technology-forward firm that uses modern systems, automation, and AI tools to improve the client and employee experience.
  • Position Overview The Client Service Coordinator is the traffic controller for the client journey.
  • This person coordinates communication, documents, deadlines, and handoffs between clients and our professionals so clients always know what is needed, what happens next, and who is responsible.
  • The role owns the daily execution of nontechnical client-service workflows across tax, accounting, and advisory engagements.

Important role boundary:

  • This position does not answer tax-specific questions or make technical tax determinations.
  • No prior tax knowledge is required.
  • The coordinator gathers facts, provides administrative guidance, and routes technical questions to the appropriate professional.
  • What You Will Own Client Communication and Triage Serve as a responsive, welcoming point of contact for client and prospect questions related to systems, document receipt, & general process questions.
  • Monitor assigned shared inboxes, client portals, and incoming requests; acknowledge receipt, clarify what is needed, and route each item to the right person.
  • Help clients use firm-supported systems, portals, document uploads, access codes, and electronic signatures.
  • Conduct scripted introductory calls with prospective clients, gather nontechnical background information, explain the firm's process, and coordinate next steps for scoping. Provide support to the Business Development efforts with follow up on proposals, scoping documents, and proposal generation.
  • Communicate proactively when an answer or deliverable is still in progress so clients are never left wondering whether their request was received.
  • Onboarding, Offboarding, and Engagement Administration Coordinate onboarding for new, re-engaging, and established clients, including client records, contacts, access, permissions, project setup, and internal handoffs.
  • Draft and coordinate engagement letters, proposals, and related client agreements using approved scopes and pricing; track completion and escalate stalled items.
  • Coordinate required offshore-consent documentation and maintain accurate completion records.
  • Manage client offboarding and disengagement workflows, including records, access, communication steps, and internal notifications.
  • Tax-Season Client Coordination Prepare and send organizers, questionnaires, document requests, and reminders through the firm's approved systems.
  • Review, file, and organize client-uploaded information; identify incomplete submissions, acknowledge receipt, notify the appropriate team, and update the related project or tracker.
  • Create and maintain client binders and other administrative workpapers in accordance with documented procedures.
  • Follow up on missing information, signatures, engagement letters, organizer completion, and other open items needed to move client work forward.
  • Coordinate tax-return delivery, electronic signature, e-file authorization, filing, and final document distribution; monitor status across systems and escalate risks before deadlines are affected.
  • Provide administrative support for client payment and tax-agency processes as directed, without interpreting tax law or providing tax advice.
  • Project & Workflow Coordination Own the administrative movement of client work through the firm’s workflow systems, including promptly marking materials as received, initiating the appropriate projects and workflows, and keeping work moving through each required stage.
  • Monitor project status, deadlines, outstanding information, and next steps; follow up on stalled or overdue items and escalate blockers to the appropriate team member.
  • Manage tasks within Double, including creating, assigning, updating, monitoring, and closing tasks as the platform is implemented across the firm.
  • Maintain accurate project records so team members can quickly identify each project’s current status, responsible party, outstanding needs, and next action.
  • Client Records, Notion, and Workflow Visibility Own the day-to-day accuracy and upkeep of tax-department client pages and administrative trackers in Notion.
  • Keep client contacts, services, project status, meeting notes, key context, open requests, and next actions current across approved systems.
  • Run routine client-service and tax-administration reports, reconcile discrepancies, and follow up on items that are incomplete or overdue.
  • Document repeatable procedures and maintain usable checklists so work is consistent, transferable, and easy to train.
  • Relationship Support Maintain a relationship-outreach calendar for birthday messages, milestone acknowledgements, approved client gifts, and other high-touch follow-up.
  • Coordinate approved client communications through Mailchimp or similar tools and keep outreach records current.
  • During lighter periods, prioritize client-record cleanup, proactive outreach, onboarding and offboarding maintenance, process documentation, and other client-service work that improves readiness for the next deadline cycle.
  • What Success Looks Like Clients receive prompt acknowledgement, clear next steps, and professional follow-through.
  • Engagement letters, organizers, document requests, signatures, and delivery steps are completed on time or escalated early.
  • Client pages, trackers, and system records are accurate enough for the team to rely on without detective work.
  • Technical professionals spend less time on administrative follow-up and have the information they need when they need it.
  • Client-service procedures are documented, repeatable, and consistently followed.
  • The firm enters peak periods organized and exits them with records and outstanding items under control.
  • You adapt quickly as the firm grows and systems, processes, and responsibilities evolve, learning new tools and translating change into consistent client-service execution.
  • Who You Are Service-minded.
  • You make people feel heard, respond promptly, and communicate clearly even when the full answer is not yet available.
  • Detail-oriented.
  • You document decisions, maintain accurate records, and notice missing information before it becomes a deadline problem.
  • Accountable.
  • You own follow-through, use reliable tracking systems, and escalate risks instead of hoping they disappear.
  • Communicative.
  • You are comfortable emailing and calling clients and can translate process steps into plain language.
  • Proactive.
  • You anticipate follow-ups, spot bottlenecks, and act before someone has to chase you.
  • Trustworthy.
  • You handle confidential client and firm information with sound judgment and discretion.
  • Technology-comfortable.
  • You learn new systems quickly and use tools, templates, automation, and AI responsibly to improve your work.
  • Adaptable.
  • You remain calm and organized in a fast-paced, deadline-driven environment where priorities can change quickly.
  • Process-minded.
  • You improve and document repeatable work.
  • Self-directed.
  • You manage priorities, follow established processes, and move work forward with minimal supervision, while using sound judgment to ask questions or escalate issues when needed.
  • Qualifications Two or more years of experience in client service, administration, project coordination, or a related role.
  • Strong written, verbal, and interpersonal communication skills, including confidence speaking directly with clients.
  • Demonstrated ability to manage multiple deadlines, follow-ups, systems, and stakeholders without losing visibility.
  • Proficiency with Microsoft Outlook, Word, and Excel, plus the ability to learn unfamiliar software quickly.
  • Experience with Notion, Missive, SafeSend, Practice CS, QuickBooks Online, tax workflow software, or other professional-services systems is helpful but not required.
  • Experience in an accounting, legal, financial-services, or other deadline-driven professional-services environment is preferred but not required.
  • Ability to work additional hours as needed during peak periods, typically February through April 15 and September through October 15, with the heaviest demands near filing deadlines.
  • What This Role Is Not It is not responsible for providing tax advice, answering technical tax questions, or making accounting or tax judgments.
  • Compensation and Benefits Full time, non-exempt position with a salary of $58,000-68,000 depending upon experience Seattle-area employees may work in-office or on a hybrid schedule.
  • Employees located outside the Seattle area may work fully remote, subject to firm approval and applicable state employment requirements.
  • The firm provides the computer and standard technology equipment needed for the role, including a monitor, keyboard, mouse, headset, and related accessories.
  • Six paid holidays plus four floating holidays (blackout dates during tax/extension season apply) Forty hours of paid sick leave. 15 vacation days per year.

  • Two paid volunteer days each year.
  • Three percent 401(k) retirement match. 100% company-paid premium for Medical (BCBS PPO), vision, and dental (Delta Dental PPO) benefits.
  • Growth Opportunity R.D.
  • Barnett PLLC is growing, and what is needed today may be different from what is needed tomorrow.
  • This description is not intended to list every possible activity, duty, or responsibility.
  • Team members who demonstrate strong client judgment, reliable execution, and leadership will have opportunities to expand their responsibilities and grow with the firm.
  • Equal Opportunity and Accommodations.
  • R.D.
  • Barnett PLLC is an equal opportunity employer.
  • We consider qualified applicants without regard to race, color, creed, religion, national origin, citizenship or immigration status, sex, pregnancy, sexual orientation, gender identity or expression, age, marital status, disability, genetic information, military or veteran status, or any other status protected by applicable law.
  • We are committed to providing reasonable accommodations throughout the hiring process.
  • Applicants who require an accommodation may contact info@rdbpllc.com. Powered by JazzHR