Client Experience Coordinator

Armanino•Dallas, TX

About The Position

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work . We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don’t check-out of life when you check-in at work. That’s why we’ve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.

Requirements

Bachelor’s degree in Accounting, Finance, or related field, or equivalent client service or administrative services experience.
With Bachelor’s degree: 1-2 years’ experience.
Without Bachelor’s degree: 3+ years client service or administration services experience.
Strong organizational, multi-tasking, and project management skills.
Ability to resolve issues independently.
Excellent verbal and written communication skills.
Working knowledge of the Microsoft Office Suite and Adobe Acrobat Engagement.
Maintain neat and professional appearance.
Possess a courteous, cooperative and professional attitude.
Demonstrate enthusiasm and desire to succeed.
Display a commitment to acting in the best interest of the Firm.
Practice discretion and discernment in dealing with client and Firm matters.

Responsibilities

Bring consistent positive energy to the workplace and to the completion of your job duties.
You will be a key ambassador of the firm to its clients and a key liaison between the firm’s clients and Trust teams.
Maintain a client service focus and communicate with both the Trust teams and client personnel in a friendly and professional manner.
Monitor COE job status and communicate upcoming engagement steps to both the audit team and client in a timely manner.
Work closely with the client to ensure the timely receipt of required audit schedules and test procedures support.
Update supervisor of job status and engagement issues in a timely and consistent manner.
Working with the client, COE, and audit teams, assist in the completion of data import procedures and required data reconciliation and completeness procedures.
Complete procedures to document the accuracy of financial schedules.
Prepare clear and accurate workpapers.
Understand and comply with the Firm’s quality control policy.