Client Concierge

Rea • Wooster, OH

159d

About The Position

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.

Requirements

• 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

Responsibilities

• 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

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree
• Number of Employees: 251-500 employees