Client Service Coordinator

Key Responsibilities

• Serve as a primary point of contact for clients by phone, email, and in person.
• Respond to client questions, requests, and service needs in a timely and professional manner.
• Build strong, professional relationships with clients and provide a consistently positive client experience.
• Communicate with clients regarding administrative needs, requests, documentation, scheduling, and other practice-related matters.
• Cook up with financial advisors, tax professionals, and other team members to address client needs and ensure appropriate follow-through.
• Recognize when client issues require escalation and ensure they are directed to the appropriate team member.
• Maintain professional and timely communication with clients and help ensure the practice consistently delivers a high level of service.

Office Management & Administration

• Support the day-to-day operations of both the financial planning and tax practices.
• Manage administrative tasks, including supplies, mail, files, records, correspondence, and other office needs.
• Maintain an organized, professional, and welcoming office environment.
• Cook up with administrative processes and help ensure office procedures are followed consistently.
• Aid in maintaining client and practice records and other documentation.
• Identify opportunities to improve organization, efficiency, and workflow within the office.
• Assist with special projects and other operational responsibilities as needed.

Client Service & Issue Resolution

• Research and respond to client service questions and requests.
• Cook up with advisors, tax professionals, and other resources to resolve client issues.
• Follow up on outstanding client needs and ensure items are appropriately addressed.
• Aid in administrative aspects of client account and service requests as directed.
• Maintain a high level of confidentiality and discretion when handling client information.

Marketing & Social Media

• Aid in practice marketing initiatives and maintain current marketing materials.
• Support the practice's social media presence and assist with creating, coordinating, and maintaining social media content.
• Aid in client communications and other outreach initiatives.
• Help coordinate client appreciation events, practice events, and other client engagement activities.
• Support initiatives designed to strengthen client relationships and promote the practice.

Planning & Tax Practice Support

• Provide administrative and operational support to both the financial planning and tax practices.
• Aid team members with administrative projects and workflow coordination across both areas of the business.
• Cook up with information and communications between the practice and clients.
• Aid during periods of increased activity within the planning or tax practices.
• Develop a working knowledge of the practice's processes, systems, and service model across both areas of the business.

Requirements

• Associate's degree or higher in a related field preferred.
• Previous experience in client service, office administration, financial services, tax, accounting, or a similar professional environment.
• Excellent verbal and written communication skills.
• Strong organizational skills and the ability to manage multiple priorities.
• Exceptional attention to detail and follow-through.
• Professional, dependable, and comfortable working with confidential information.
• Comfortable communicating with clients in person, by phone, and through email.
• Comfortable learning new technology, software, and business systems.
• Experience with or interest in social media and digital communications is a plus.
• Ability to work independently while also contributing effectively as part of a team.
• Interest in developing long-term expertise within a client service and office operations role in the financial services and professional services industry.