Client Coordinator

Nichols & Company, CPAsGenoa Township, OH
Onsite

About The Position

We are proactively interviewing for a friendly, organized, and detail-oriented Client Coordinator to be the welcoming face and voice of our company. This role features a unique, seasonal schedule designed to match our industry’s natural rhythm. Based in Westerville, Ohio, for more than 25 years, N&Co delivers accounting and tax services to individuals and small businesses. Our mission is simple: make life #LessTaxing for everyone, clients and staff alike. As a Client Coordinator, you will play a crucial role in creating a positive first impression for our clients. You will be the central point of contact for our office, ensuring efficient communication and smooth administrative operations. This is a fantastic opportunity to join a supportive team and contribute to a positive and professional work environment.

Requirements

  • High school diploma or equivalent required
  • Excellent verbal and written communication skills.
  • Professional and courteous demeanor.
  • Strong organizational and time-management skills with the ability to multitask effectively.
  • Proficiency in basic computer applications (e.g., Microsoft Office Suite: Word, Excel, Outlook).
  • Ability to maintain confidentiality and handle sensitive information with discretion.
  • A proactive and positive attitude with a strong work ethic.
  • Ability to work independently and as part of a team.

Nice To Haves

  • associate's degree preferred
  • Proven experience in a receptionist or administrative role is a plus.
  • Would love to work fewer hours in the summer and fall and full-time hours from January – April

Responsibilities

  • Serve as the first point of contact for visitors, greeting them warmly and directing them appropriately.
  • Answering, screening, and directing all incoming calls on a multi-line phone system with professionalism and courtesy.
  • Politely greeting and engaging clients and visitors; following up on client inquiries as needed
  • Manage the reception area, ensuring it is tidy, welcoming, and presentable at all times.
  • Receive, sort, and distribute daily mail, deliveries, and faxes.
  • Assist with basic administrative tasks such as photocopying, scanning, and filing.
  • Manage office supplies and place orders when necessary.
  • Provide general information and assistance to callers.
  • Assist others with administrative tasks as needed.
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