Client Experience Coordinator

Job Responsibilities

• Bring consistent positive energy to the workplace and to the completion of your job duties.
• You will be a key ambassador of the firm to its clients and a key liaison between the firm's clients and Audit & Attest teams.
• Maintain a client service focus and communicate with both the Trust teams and client personnel in a friendly and professional manner.
• Monitor COE job status and communicate upcoming engagement steps to both the audit team and client in a timely manner.
• Work closely with the client to ensure the timely receipt of required audit schedules and test procedures support.
• Update supervisor of job status and engagement issues in a timely and consistent manner.
• Working with the client, COE, and audit teams, assist in the completion of data import procedures and required data reconciliation and completeness procedures.
• Complete procedures to document the accuracy of financial schedules.
• Prepare clear and accurate workpapers.
• Understand and comply with the Firm's quality control policy.

Requirements

• Bachelor's degree in Accounting, Finance, or related field, or equivalent client service or administrative services experience.
• With Bachelor's degree: 1 years' experience. Without Bachelor's degree: 3+ years client service or administration services experience.
• Strong organizational, multi-tasking, and project management skills.
• Ability to resolve issues independently.
• Working knowledge of the Microsoft Office Suite and Adobe Acrobat Engagement.
• Practice discretion and discernment in dealing with client and Firm matters.

Benefits

• Medical, dental, vision
• Generous PTO plan and paid sick time
• Flexible work arrangements
• 401K with Profit Sharing
• Wellness program
• Generous parental leave
• 11 paid holidays