Client Coordinator

First Neighbor Bank, N.A. • Charleston, IL

382d

About The Position

The Client Coordinator at First Neighbor Tax & Accounting serves as the first point of contact for clients, providing a welcoming atmosphere and handling various administrative tasks. This role is essential for ensuring smooth operations during tax season and requires strong organizational and interpersonal skills.

Requirements

• Strong interpersonal communication skills.
• Attention to detail in task completion.
• Organizational skills to manage appointments and phone calls effectively.
• Ability to handle multiple tasks simultaneously.

Nice To Haves

• Passion for customer service.
• Desire to develop accounting knowledge.

Responsibilities

• Serve as the first point of contact for clients in the reception area.
• Answer phone calls and schedule appointments.
• Process client payment deposits efficiently.
• Assist accountants with obtaining client signatures on tax returns during tax season.
• E-file tax returns as needed.

Benefits

• Employee-owned company culture.
• Family-focused atmosphere.
• Excellent benefits package.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: No Education Listed