Client Service Coordinator
Frazier & Deeter · Plymouth, MN · 3 wk ago
On-siteBusiness Development$68k/yrFull-time
Duties & Responsibilities
- Develop relationships with clients through professional and effective communications.
- Work with clients to obtain all required documents for the services we provide them.
- Maintain client contact information and internal databases related to client projects and tracking.
- Help prepare client invoices and ensure timely delivery to clients, following up on payments as necessary.
- Ensure client projects are being completed and coordinate timing with internal team as well as the client.
- Provide professional support to the client management team including check-ins on project status, calendaring appointments, data entry, and client onboarding.
- Preparing engagement letters and following up on signature.
Education & Experience
- Bachelor's degree preferred
- Experience in Tax, Financial Services, or other Professional Services preferred
- Excellent written and verbal communication skills
- Customer service oriented
- Experience managing time sensitive information and the ability to meet strict deadlines
- Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm
- Proficient with Microsoft Office Suite
Pay
Salary Range: $68,000 USD - $72,000 USD
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