Client Coordinator

Job Description

JOB DETAILS

REQUIREMENTS

• Strong client coordination and follow-up skills
• High confidence using computers and cloud-based software
• Comfortable switching between multiple platforms throughout the day
• Clear, professional written and verbal communication
• Strong organization and attention to detail
• Ability to manage multiple priorities under firm deadlines
• Professional handling of confidential information

RESPONSIBILITIES

• Communicate with clients via email, portal messages, and phone
• Request required documents and signatures and follow up as needed
• Provide clear status updates (no tax advice required)
• Coordinate document drop-offs, pickups, and deliveries
• Monitor dashboards and task queues daily
• Create, update, and close tasks according to firm procedures
• Schedule meetings and create calendar invites
• Organize and upload client documents in firm systems
• Prepare and send client delivery packets
• Upload completed files and acceptance confirmations to portals
• Maintain accurate, up-to-date client records
• Work across multiple software platforms
• Send e-signature forms and track completion
• Monitor submission statuses and communicate issues internally
• Learn new system updates

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

#CrossChannelJobs #JobSearch
#CareerOpportunities #HiringNow
#Employment #JobOpenings
#JobSeekers
#FacebookLinkedIn