Client Operations Coordinator (Salem, Oregon)

REDW Financial Advisors & CPAs•Salem, OR

3d•Hybrid

About The Position

Join REDW – A Top Workplace! Ready to grow your career somewhere that actually invests in you? At REDW, one of the nation’s largest and fastest-growing accounting and advisory firms, we’re building something special and we want you to be part of it. Recognized as a Top Workplace, we’re known not just for our expertise, but for our people, our culture, and how we show up for each other. With offices across New Mexico, Arizona, Oregon, Oklahoma, and Las Vegas, you’ll have the opportunity to do meaningful work in a collaborative, supportive environment where you can make an impact. Guided by our values Dream Big, Better Together, and Integrity Counts, we push boundaries, support one another, and do the right thing. If you’re ready to grow, be challenged, and actually enjoy the team you’re on, 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.