Client Excellence Coordinator

Job Description

Job Description

Job Description

As part of our operations team, you will play a critical role to ensure a high level of customer service to both our staff and clients. This includes organizing information and responding to and anticipating client service requests so we can better service our clients and continue to ensure we output the high-quality work that we are known for. Coordinators can think independently, take initiative and perform the duties with a high degree of accuracy while maintaining a positive attitude as is essential to succeeding in this role.

Duties will include, but are not limited to :

• Contacting clients for missing information required to complete their tax / accounting work
• Obtaining and organizing incoming client information, assessing for completeness and utilizing appropriate software systems to accurately maintain information
• Coordinating deliverables to client
• Working with client investment advisors to ensure required information is obtained for client work
• Assisting in the coordination of outsourced tax returns
• Maintaining client contact information and instructions
• Scheduling and email correspondence on behalf of professionals
• Coordinating incoming prospects through a sales pipeline
• Assisting with facilitate new client onboarding
• Maintaining a high-quality client journey
• Coordinating intradepartmental communication
• Coordinating meetings internally and externally

Qualifications

Due to the nature of our business, we do experience periods of peak workload, typically from January to April 15th and September to October 15th, with busier periods being closer to deadline dates. A requirement of this role is the ability to work occasional overtime during this peak workload period and that may include a partial Saturday(s).