Remote Client Service & Operations Coordinator

Job Description

REQUIREMENTS

Strong written and verbal communication skills

Professional and friendly phone presence

Excellent organizational skills and attention to detail

Ability to manage follow-up and keep multiple tasks moving simultaneously

Comfortable working independently in a remote environment

Good judgment in deciding when to respond and when to escalate

Experience with Gmail, Google Calendar, or similar tools

Experience with client portals, scheduling tools, or workflow systems is a plus

Prior experience in an accounting, legal, financial, or other professional-services environment is preferred

RESPONSIBILITIES

Serve as the first point of contact for client and prospect communication via phone and email

Respond to routine inquiries using templates and sound judgment

Schedule and manage appointments, including confirmations, reminders, and rescheduling

Monitor inboxes for website inquiries, Yelp leads, and client messages

Assist with onboarding new clients, including sending engagement letters and next-step instructions

Track and follow up on missing documents, unsigned forms, and outstanding items

Help keep workflow moving within client portal and practice management systems (e.g., TaxDome)

Maintain clear and organized records of client interactions and status updates

Escalate technical, sensitive, or complex matters appropriately

Are you interested in this position?

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

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