Client Relations Coordinator

Job Title
: Client Relations Coordinator

Location
: On-site; office located in Midtown Manhattan (In Office 5 Days per Week)

Status
: Full Time, Employee

Salary
: Commensurate with experience; $65K-$80K annually

Experience
: Minimum of three to five years of relevant experience in a related role and professional office setting

Presti & Naegele is a mid-size accounting firm with a diverse client base seeking a motivated Client Relations Coordinator. We believe in investing time in our professionals, and pride ourselves on an environment where our people can build their technical skills as well as develop strong connections and meaningful relationships. With our smaller client service teams and an excellent partner-to-associate ratio, you will have the opportunity to stand out and make a distinct impact. You will be part of an environment where your work is noticed by your peers, partners, and clients.

What we are Looking for:

• A Critical Thinker- Someone who can make decisions and solve problems using sound, inclusive reasoning and judgement.
• We're looking for a proactive and strategic Client Relations Coordinator to support the Client Relations Manager with a wide range of client service and administrative responsibilities
• This onsite NYC position plays a key role in end-to-end project management of firm initiatives and directing client communications
• The team member will partner with the management committee, the marketing team, and other members of firm leadership to drive organizational results through understanding client pain points, conducting industry research, and formulating/executing initiatives to achieve key measurable project-based goals
• This role serves as the go-to contact for billing inquiries, providing prompt, professional support that strengthens client and tax partner/manager relationships
• The ideal candidate will be mature, professional, self-assured, presentable, humble, and confident
• This is a great opportunity for someone who thrives in a fast-paced environment, enjoys problem-solving, and can work well with teams across the firm

What You'll Do/Areas of Responsibility:

Heavy focus on client service including but not limited to:

• Manage the Billing Email inbox and Portal Help email inbox to handle requests both internally and externally from clients
• Address Client AR & Billing escalations both via email and over the phone
• Track/trend requests or complaints for continual improvement
• Field client portal assistance requests from clients both email and over the phone; assisting clients with password reset issues and login issues

Accounts Receivable - Direct/Indirect Client Facing:

• Spearhead the outbound facing calls to clients as well as participate in the AR meetings with Partners and Managers
• Support client billing and collections by communicating