Client Excellence Coordinator
Jacobson Lawrence & Co•La Verne, CA
•$20 - $35•Onsite
About The Position
As part of our operations team, you will play a critical role to ensure a high level of customer service to both our staff and clients. This includes organizing information and responding to and anticipating client service requests so we can better service our clients and continue to ensure we output the high-quality work that we are known for. Coordinators can think independently, take initiative and perform the duties with a high degree of accuracy while maintaining a positive attitude as is essential to succeeding in this role.
Requirements
- One or more years of client service, accounting, financial or law industry experience.
- Minimum of an Associate degree or equivalent work experience
- Extremely high attention to detail.
- Immediate proficiency with Microsoft Office.
- Demonstrate ability to learn and work with various software programs with relative ease
- Excellent listening, written and verbal communication skills
- Time management and organizational skills; ability to handle multiple responsibilities and changing priorities
- Ability to analyze situations critically and objectively to produce the best possible outcome
- Escalate operational and client issues as needed
- Customer service focus and ability to multitask
- Discretion when handling confidential information
Nice To Haves
- Tax and accounting experience preferred.
- Tax software and CRM experience preferred.
Responsibilities
- Contacting clients for missing information required to complete their tax/accounting work
- Obtaining and organizing incoming client information, assessing for completeness and utilizing appropriate software systems to accurately maintain information
- Coordinating deliverables to client
- Working with client investment advisors to ensure required information is obtained for client work
- Assisting in the coordination of outsourced tax returns
- Maintaining client contact information and instructions
- Scheduling and email correspondence on behalf of professionals
- Coordinating incoming prospects through a sales pipeline
- Assisting with facilitate new client onboarding
- Maintaining a high-quality client journey
- Coordinating intradepartmental communication
- Coordinating meetings internally and externally
- Billing clients.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
