Client Operations Coordinator (Salem, Oregon)

🚀 Join REDW – A Top Workplace! Ready to grow your career somewhere that actually invests in you? At REDW, one of the nation’s largest and fastest-growing accounting and advisory firms, we’re building something special and we want you to be part of it. Recognized as a Top Workplace, we’re known not just for our expertise, but for our people, our culture, and how we show up for each other. With offices across New Mexico, Arizona, Oregon, Oklahoma, and Las Vegas, you’ll have the opportunity to do meaningful work in a collaborative, supportive environment where you can make an impact. Guided by our values Dream Big, Better Together, and Integrity Counts, we push boundaries, support one another, and do the right thing. If you’re ready to grow, be challenged, and actually enjoy the team you’re on, REDW is the place to do it! ✨ Client Operations Coordinator What You’ll Do Serve as the first point of contact for clients, managing inbound calls, inquiries, and service requests with professionalism and timely follow-up. Coordinate client onboarding, engagement setup, and maintenance of client records, accounts, and CRM data. Prepare, track, and manage engagement documents, proposals, agreements, reports, and other client-facing materials. Monitor service requests and client support activities, ensuring accurate documentation, issue resolution, and escalation when needed. Collaborate across teams to deliver a seamless client experience while maintaining compliance with firm policies, quality standards, and operational procedures. 💼 What You Bring High school diploma/GED required; some college preferred.1-3 years’ experience as an administrative assistant or similar administrative role.Availability for overtime as needed during busy seasons.Willingness to travel approximately 💡 What Sets You Apart Client-centered service orientation and professional communication with internal and external clients.Proficiency in Microsoft 365 and ability to learn CRM, workflow, electronic signature, portal, document-management, and practice-management platforms.Strong organization, prioritization, proofreading, records accuracy, and follow-through.Sound judgment and discretion when handling confidential and sensitive information.Ability to collaborate in a queue-based, deadline-driven, one-firm environment.Ability to follow documented procedures, identify exceptions, and escalate appropriately. 🎉 Why You’ll Love Working at REDW Compensation Hourly range: $24 - $26Final offer based on location, experience, skills, licensure, and business needCommitment to fair and equitable pay practices Benefits Medical, dental, vision, life, disability401(k) with matchHSA and FSA options Work-Life & Wellness Flexible PTO + 10 holidaysMonthly wellness reimbursement Growth & Development Learning platform + credential supportOngoing development resources Remote Support $150 annual WFH allowanceTech provided Culture Award-winning workplaceStrong focus on collaboration and inclusion Equal Opportunity Employer REDW values diversity and is committed to equal opportunity in the workplace. We do not discriminate based on race, color, religion, gender, national origin, age, disability, sexual orientation, or any other protected status. If you require a reasonable accommodation during the hiring process, please email us at redwrecruitingteam@redw.com.