Client Coordinator

Nichols & Company, CPAs

About the Role

As a Client Coordinator, you will play a crucial role in creating a positive first impression for our clients. You will be the central point of contact for our office, ensuring efficient communication and smooth administrative operations.

Key Responsibilities

• Client Experience & Relationship Management
• First Point of Contact: Serve as the welcoming face and voice of the company, greeting clients, partners, and visitors with a professional and engaging presence.
• Inbound Communication: Manage multi-line phone systems and main email inboxes, routing inquiries accurately and ensuring a swift, high-touch response time.
• Issue Resolution: Act as a proactive problem solver for client inquiries or scheduling conflicts, escalating complex matters to the appropriate team member when necessary.
• Internal Team Collaboration & Alignment
• Cross-Functional Bridge: Serve as the central communication hub, connecting client feedback and updates directly to the internal consulting and delivery teams.
• Meeting & Calendar Logistics: Coordinate internal and external schedules, booking conference rooms, managing team calendars, and preparing necessary materials ahead of client briefings.
• Office & Administrative Operations
• Workspace Management: Maintain a clean, organized, and fully stocked office environment, managing inventory for office supplies and client refreshments.
• Data Integrity: Ensure accurate and timely entry of client notes, contact information, and documentation into the company CRM or filing systems.
• Mailing & Logistics: Handle all incoming and outgoing mail, courier packages, and general administrative paperwork.

Qualifications

• A high school diploma or equivalent required; an associate's degree preferred.
• Proven experience in a receptionist or administrative role is a plus.
• Excellent verbal and written communication skills.
• A professional and courteous demeanor.
• Strong organizational and time-management skills with the ability to multitask effectively.
• Proficiency in basic computer applications (e.g., Microsoft Office Suite: Word, Excel, Outlook).
• The ability to maintain confidentiality and handle sensitive information with discretion.
• A proactive and positive attitude with a strong work ethic.
• The ability to work independently and as part of a team.

Pay

Compensation: $22.00 per hour Nichols & Company, CPAs Company Website: www.nichols-cpas.com