Advisory Client Service Coordinator I

Clark Nuber PS•Bellevue, WA

About The Position

If you enjoy bringing structure to complex work, collaborating with a wide range of people, and learning how the services we provide come together for clients, this role offers a rare behind‑the‑scenes view of a growing practice. As an Advisory Client Services Coordinator, you’ll play a key role in supporting advisory and software engagements from start to finish. This is a new and evolving position, ideal for someone who values variety, wants to help shape how things work, and enjoys being trusted to think critically. The Advisory Client Services Coordinator supports the Client Advisory Services and Software Solutions teams, and you’ll coordinate projects, workflows, and communications that keep client engagements moving smoothly. You’ll partner closely with engagement managers, internal teams, and clients to manage scheduling, documentation, onboarding activities, renewals, and ongoing service support. The role is highly collaborative and requires strong prioritization, attention to detail, and professional judgment as you balance multiple deadlines and requests.

Requirements

High school diploma; or a combination of education and directly related work experience.
Must pass a background check, including a credit check, at any time to remain eligible for this position.
1 year of experience in project coordination, accounting operations, or financial controls and progressively been responsible for providing support to multiple constituents.

Nice To Haves

Previous professional services company experience preferred.

Responsibilities

Coordinate and track client engagements across assigned CAS advisory teams and Software Solutions client lifecycle activities, including scheduling, timelines, action plans, workflow tracking, and communication of progress
Manage administrative components of CAS engagements, including initiation, conflict checks, budget support, resource coordination, and deliverable preparation
Assist in the Software Solutions sales-to-onboarding lifecycle by gathering client and prospect information, registering prospects on applicable platforms, completing portal access and setup, and conducting prospect research to support tailored service offerings
Partner with CAS Engagement Managers and SS leadership to confirm scope requirements, readiness metrics, and service expectations; initiate client communications with appropriate oversight
Monitor and ensure completion of required CAS engagement controls, project procedures, and milestones throughout the engagement lifecycle
Initiate, track, and follow up on execution of client service agreements and follow up with clients as necessary
Create, maintain, and improve project management tools, templates, trackers, and procedures that support successful CAS advisory engagements and recurring SS workflows
Develop, update, and roll forward scheduling spreadsheets and other project management lists to support recurring workflows for CAS and SS
Assist current Software Solutions clients with coordination of updating information in internal and external systems, including pre‑invoicing support, renewal pricing, and service structure setup within external platforms
Support ongoing Software Solutions client care by coordinating communications that promote client health, including check-ins, training opportunities, product needs assessment, and awareness of new releases
Support service delivery materials for CAS engagements, including formatting reports, preparing client-facing documentation, and coordinating readiness of deliverables
Pull financial data and reports from accounting systems (e.g., QuickBooks Online) to support CAS advisory engagements and coordination with Tax and other service lines
Support regulatory and compliance-related activities, including electronic filings, required submissions, and adherence to firm procedures
Monitor Client Services and CAS Help Desk requests and execute as appropriate
Collaborate closely with other Client Service Coordinators and cross-functional teams; complete special projects as assigned to ensure continuity of service and alignment with firm priorities

Benefits

Fully paid medical, dental, vision, life, short-term and long-term disability, and AD&D insurance for employees.
Dependent coverage is subsidized, with all benefits starting on your first day.
10 paid holidays.
Up to 5 weeks of flexible time off annually.
Sabbatical program for tenured employees.
Paid parental leave.
Coverage for licensing, certifications, tuition, and association fees.
Matching 401(k).
Annual profit-sharing.
Special performance bonuses.
On-the-spot recognition rewards.