Client Service Coordinator - A&A

Key Responsibilities

• Engagement Workflow Coordination
• Monitor Suralink continuously to ensure timely movement of client engagements through each phase of the workflow.
• Roll forward client request lists within Suralink for recurring and annual engagements.
• Follow up with clients regarding pending documentation, outstanding items, and information requests.
• Pull relevant documents and reports from client portals (GL systems, RCM systems, banking portals, TPA and payroll portals, proprietary systems) for use in A&A engagements.
• Confirm completeness and readiness of key documents upon receipt, including: Trial Balance and General Ledger, Budget, AR/AP Aging, bank statements, and all other required engagement documentation.
• Route completed engagement packages to fieldwork queues and notify appropriate team members when engagements are ready to begin.
• Escalate stalled or delayed document requests to the appropriate Manager or Partner with sufficient lead time.
• CCH Axcess Engagement Management
• Perform CCH Binder rollforwards for recurring engagements across the A&A portfolio.
• Manually import Trial Balances into CCH engagement software as needed.
• Afford support in maintaining engagement documentation and ensuring workflow accuracy throughout the engagement lifecycle.
• Support overall CCH Axcess engagement setup, organization, and closeout procedures.
• Assist with Guided Risk Assessment (GRA) setup and Guided Assurance procedures under the direction of engagement managers.
• Other Miscellaneous Administrative & Department Support
• Run and distribute tracking and status reports on a scheduled and ad hoc basis.
• Follow up on outstanding accounts receivable and billing items on behalf of the engagement team.
• Update and maintain documents in GFR and other internal document management systems.
• Support and maintain the A&A department pipeline in HubSpot, ensuring records are accurate and up to date through collaborations with Marketing department.
• Support and maintain the proposal process for A&A department; assist with collaboration with marketing team in preparing proposals, as directed by Partners and Managers.
• Provide general administrative support to the A&A / Commercial Partners and Managers.
• Provide backup support to administrative staff firm-wide during peak periods, deadlines, or coverage needs.
• Cross-Functional Coordination
• Serve as a liaison between the A&A engagement team and the Resource Management team to communicate engagement readiness and pipeline status.
• Flag scheduling conflicts or capacity issues when engagements are delayed beyond expected timelines.
• Coordinate with administrative staff on shared tasks, coverage arrangements, and firm-wide deadlines.
• Attend department meetings and provide engagement status and workflow updates as needed.

Requirements

• Associate's or Bachelor's degree in Accounting, Business Administration, or a related field.
• 2+ years of experience in a public accounting firm or professional services environment in an administrative, operations, or paraprofessional capacity.
• Familiarity with Suralink or similar client document request and collaboration platforms.
• Proficiency with Microsoft Office Suite (Excel, Word, Outlook, Teams); ability to quickly learn new programs and technologies.
• Strong understanding of audit engagement workflow and document lifecycle (pre-fieldwork through issuance).
• Exceptional organizational skills with the ability to manage multiple engagements and deadlines simultaneously.
• Professional written and verbal communication skills; comfortable following up directly with clients.
• Ability to handle sensitive information with confidentiality and professionalism.
• Proactive problem-solver who can work independently and escalate appropriately.
• Working knowledge of CCH Axcess (or ProSystem fx) engagement management, including binder rollforwards and Trial Balance import a plus.