Seasonal Client Coordinator
Nichols & Company, CPAs · Westerville, OH · 2 wk ago
On-siteAdministrativePart-time
About the role
As a Client Coordinator, you will play a crucial role in creating a positive first impression for our clients. You will be the central point of contact for our office, ensuring efficient communication and smooth administrative operations. This is a fantastic opportunity to join a supportive team and contribute to a positive and professional work environment.
Responsibilities
- Serve as the welcoming face and voice of the company, greeting clients, partners, and visitors with a professional and engaging presence.
- Manage multi-line phone systems and main email inboxes, routing inquiries accurately and ensuring a swift, high-touch response time.
- Act as a proactive problem solver for client inquiries or scheduling conflicts, escalating complex matters to the appropriate team member when necessary.
- Serve as the central communication hub, connecting client feedback and updates directly to the internal consulting and delivery teams.
- Coordinate internal and external schedules, booking conference rooms, managing team calendars, and preparing necessary materials ahead of client briefings.
- Maintain a clean, organized, and fully stocked office environment, managing inventory for office supplies and client refreshments.
- Ensure accurate and timely entry of client notes, contact information, and documentation into the company CRM or filing systems.
- Handle all incoming and outgoing mail, courier packages, and general administrative paperwork.
Requirements
- Are organized, dependable, self-motivated, curious to learn, and observant
- Demonstrate strong communication skills and comfort communicating with our team and with clients
- Work well independently and as a team player demonstrating a positive attitude
- Thrive in fast-paced work environment with a high attention to detail while completing tasks
- Have strong computer skills in Microsoft products
Qualifications
- High school diploma or equivalent required; associate's degree preferred.
- Proven experience in a receptionist or administrative role is a plus.
- Excellent verbal and written communication skills.
- Professional and courteous demeanor.
- Strong organizational and time-management skills with the ability to multitask effectively.
- Proficiency in basic computer applications (e.g., Microsoft Office Suite: Word, Excel, Outlook).
- Ability to maintain confidentiality and handle sensitive information with discretion.
- A proactive and positive attitude with a strong work ethic.
- Ability to work independently and as part of a team.
Schedule
The position is seasonal, focusing on Tax Season (February – April), with full-time hours from January through April 15, and reduced hours during the summer and fall.