Client Excellence Coordinator

Seattle Search Group

Industry: Accounting and Finance

Category: Customer Service

Job Type: Full Time/Permanent

Salary: N/A

Education: AA Associates Degree

Experience: 0-1 Years

Location: Bellevue, United States

Posted Date: 05-21-2021

Job Description: Seattle Search Group, the leader in staffing and recruiting, has teamed up with a local tax and accounting firm to find a Client Excellence Coordinator to join their team in the Kirkland, WA office.  

As part of thier operations team you will serve as an important part of the organization. You will provide high quality service by assisting the tax and accounting department members with organizing client information and responding to and anticipating client service requests so we can better service our clients and continue to provide the high quality work that we are known for. Coordinators will work both internally with the accountants and externally with their clients and will be given the responsibility to learn the cadence and expectations of the service level we need to provide. The ability to think independently, take initiative and perform the duties with a high degree of accuracy is essential to succeeding in this role. 

Duties will include:

  • Contacting clients for missing information required to complete their tax/accounting work
  • Triaging incoming client information, assessing for completeness and utilizing appropriate software systems to accurately maintain information
  • Coordinating deliverables to client
  • Working with client investment advisors to ensure required information is obtained for client work
  • Assisting in the coordination of outsourced tax returns
  • Maintaining client contact information and instructions
  • Scheduling and email correspondence on behalf of professionals
  • Coordinating incoming prospects through a sales pipeline
  • Assisting with facilitate new client onboarding
  • Maintaining a high-quality client journey
  • Coordinating intradepartmental communication
  • Coordinating meetings internally and externally 
Qualifications
  • One or more years of client service, accounting, financial or law industry experience. Tax and accounting experience preferred.
  • Minimum of an Associate degree or equivalent work experience
  • Extremely high attention to detail.
  • Immediate proficiency with Microsoft Office. Tax software and CRM experience preferred.
  • Demonstrate ability to learn and work with various software programs with relative ease
  • Excellent listening, written and verbal communication skills
  • Time management and organizational skills; ability to handle multiple responsibilities and changing priorities
  • Ability to analyze situations critically and objectively to produce the best possible outcome
  • Escalate operational and client issues as needed
  • Customer service focus and ability to multitask
  • Discretion when handling confidential information
If you have any questions, or would like more information on the position or company, please reach out to David@seattlesearchgroup.com

Job Requirement: