Client Excellence Coordinator

Position: Client Excellence Coordinator Number of hours: 40 hours/week Schedule: US Time Zone Tasks required: Serve as the primary point of contact for clients, maintaining professional and positive relationships Coordinate client onboarding and account setup processes, as well as offboarding processes, ensuring all necessary documentation is collected and accurately recorded Schedule and coordinate client meetings, conference calls, and appointments for accounting professionals, as needed Facilitate effective communication between clients and internal teams, ensuring timely and accurate responses to client inquiries or concerns Collaborate with accounting professionals to gather necessary information and documentation for client projects, obtain client progress billing approvals, and monitor lagging projects ensuring smooth workflow and project deadlines Assist in the preparation and distribution of client reports, financial statements, and other deliverables as requested Maintain client databases and files, ensuring accurate and up-to-date client information and documentation Monitor and track client work items, deliverables, and deadlines while ensuring software data is updated per project to ensure timely completion and client satisfaction Assist in the resolution of client issues and escalations, working closely with internal teams to ensure timely and satisfactory resolutions Identify opportunities for process improvements and collaborate with internal teams to enhance client service and satisfaction Other ad hoc tasks that would be assigned Requirements: High school diploma or equivalent; bachelor's degree in business, accounting, or related field preferred Proven experience in a client services or customer support role, preferably within an accounting firm or professional services environment Working knowledge/experience with accounting tasks, specifically billing Excellent interpersonal and English communication skills, with the ability to build strong relationships with clients and colleagues Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines Attention to detail and a high level of accuracy in managing client information and documentation Proficiency in using customer relationship management (CRM) software and Microsoft Office suite Ability to work independently and as part of a team, demonstrating flexibility and adaptability in a fast-paced environment Problem-solving skills and the ability to address client concerns or issues in a proactive and timely manner Knowledge of basic accounting principles and an understanding of financial statements is desirable Professionalism, discretion, and respect for client confidentiality High sense of professional and interpersonal communication, especially when communicating with clients and team members Strong attention to detail and work ethic Highly organized and able to efficiently prioritize multiple tasks