Client Service Coordinator

Job Description

Description:

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.