Client Operations Coordinator (Salem, Oregon)

REDW•Salem, OR

4d•$24 - $26•Remote

About The Position

Join REDW, a Top Workplace and one of the nation's largest and fastest-growing accounting and advisory firms. We are building something special and want you to be part of it. Recognized as a Top Workplace, we are known for our expertise, people, culture, and how we support each other. With offices across New Mexico, Arizona, Oregon, Oklahoma, and Las Vegas, you will have the opportunity to do meaningful work in a collaborative, supportive environment where you can make an impact. Our values are Dream Big, Better Together, and Integrity Counts, guiding us to push boundaries, support one another, and do the right thing. If you are ready to grow, be challenged, and enjoy your team, REDW is the place to do it.

Requirements

High school diploma/GED required
1-3 years’ experience as an administrative assistant or similar administrative role.
Availability for overtime as needed during busy seasons.
Willingness to travel approximately <5%.

Nice To Haves

Some college preferred.
Client-centered service orientation and professional communication with internal and external clients.
Proficiency in Microsoft 365 and ability to learn CRM, workflow, electronic signature, portal, document-management, and practice-management platforms.
Strong organization, prioritization, proofreading, records accuracy, and follow-through.
Sound judgment and discretion when handling confidential and sensitive information.
Ability to collaborate in a queue-based, deadline-driven, one-firm environment.
Ability to follow documented procedures, identify exceptions, and escalate appropriately.

Responsibilities

Serve as the first point of contact for clients, managing inbound calls, inquiries, and service requests with professionalism and timely follow-up.
Coordinate client onboarding, engagement setup, and maintenance of client records, accounts, and CRM data.
Prepare, track, and manage engagement documents, proposals, agreements, reports, and other client-facing materials.
Monitor service requests and client support activities, ensuring accurate documentation, issue resolution, and escalation when needed.
Collaborate across teams to deliver a seamless client experience while maintaining compliance with firm policies, quality standards, and operational procedures.