Client Concierge

Rea-posted 3 months ago
Full-time • Entry Level
Wooster, OH
251-500 employees
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Rea is a growing Top 100 business advisory & accounting firm providing our clients services in tax, accounting, and business consulting. We have a ‘People First’ culture and we focus on our employees’ well-being and professional development. With over 400 professionals and locations throughout Ohio, our firm has a culture that respects a work-life balance for our team. We also provide competitive compensation and a robust benefits plan. The Client Concierge role serves as a key liaison between our firm and our clients, ensuring a seamless experience through proactive communication, deadline management, and exceptional service. The Client Concierge will work closely with client in-charges and internal teams to support the delivery of accounting, advisory, and consulting services.

  • Serve as a primary point of contact for clients, ensuring timely and professional communication
  • Schedule and coordinate client appointments, meetings, and follow-ups
  • Request and track missing documentation or information from clients
  • Respond to client inquiries with accuracy, professionalism, and urgency
  • Collaborate with client in-charges to manage workflow and support project timelines
  • Maintain and monitor due date lists to ensure deadlines are met
  • Assist with onboarding new clients and updating client records
  • Prepare and distribute client communications, reminders, and updates
  • Work closely with staff across departments to facilitate smooth client service delivery
  • Support internal teams with administrative tasks related to client engagements
  • Identify and escalate potential issues or delays to appropriate team members
  • High School diploma/GED required; Associates degree in business preferred
  • Experience in an accounting, consulting or advisory firm is preferred
  • Basic understanding of tax accounting is preferred
  • Proven experience in a client-facing administrative role, preferably in professional services
  • Strong organizational skills and attention to detail
  • Excellent verbal and written communication skills
  • Ability to manage multiple priorities and meet deadlines independently
  • Proficiency in Microsoft Office Suite and client management systems
  • High level of professionalism, discretion, and client service orientation
  • Familiarity with workflow management tools or CRM systems
  • A proactive mindset with a commitment to continuous improvement
  • Health Care Plan (Medical, Dental & Vision)
  • Retirement Plan (401k)
  • Life Insurance (Basic, Voluntary & AD&D)
  • Paid Time Off (Vacation, Sick & Public Holidays)
  • Family Leave (Maternity, Paternity)
  • Short Term & Long Term Disability
  • Training & Development
  • Wellness Resources
  • Four (4) weeks PTO
  • Twelve (12) paid holidays, of which three (3) are floating holidays
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