Job Description
Job DescriptionDescription:
Copeland Buhl is looking to add a Client Service Coordinator to our firm.
As a Client Service Coordinator, you will work within a team of experienced professionals to play an integral role in delivering exceptional experience to each client.
Key Responsibilities:
- Develop relationships with clients through professional and effective communications.
- Work with clients to obtain all required documents for the services we provide them.
- Maintain client contact information and internal databases related to client projects and tracking.
- Help prepare client invoices and ensure timely delivery to clients, following up on payments as necessary.
- Ensure client projects are being completed and coordinate timing with internal team as well as the client.
- Provide professional support to the client management team including check-ins on project status, calendaring appointments, data entry, and client onboarding.
- Preparing engagement letters and following up on signature.
Required Qualifications:
- Excellent written and verbal communication skills.
- Customer service oriented.
- Experience managing time sensitive information and the ability to meet strict deadlines.
- Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm.
- Proficient with Microsoft Office Suite.
Preferred Qualifications:
- Bachelor's degree.
- Experience in tax, financial services, or other professional services.
Benefits:
- Hourly pay
- 401(k) with company match
- Medical with company contribution to HSA
Copeland Buhl invests in people by offering more than a role, we offer a path. Through meaningful work, ongoing development, and a flexible approach to work-life balance, we support each individual’s unique career journey. Our competitive compensation and benefits reflect the value of your contributions, while our collaborative culture fosters authentic relationships and a strong sense of community. At Copeland Buhl, you can build a career for your life.
Copeland Buhl is an Equal Opportunity Employer.
Requirements: