Client Services Coordinator — Growth & Office Excellence

Baker Tilly Canada; Guelph; On-site; CAD 50,000 - 55,000; Full time

Benefits offered by this job

Comprehensive benefits package

Professional development budget

Dedicated Coach for career advancement

Merit-based promotions

Job summary

Baker Tilly GWD LLP in Guelph, Ontario is seeking a Client Services Coordinator to deliver exceptional client service and support practice operations by managing reception, communications, meetings, client deliverables, and office readiness.

This in-office role requires strong organization, attention to detail, and professionalism, with responsibilities spanning reception, document management, payments, and workflow coordination to ensure quality and compliance.

Qualifications

• Post-secondary diploma or degree.
• Administrative or client service experience; professional services experience is an asset.
• Strong technical skills and a willingness to learn new systems; prior experience with specific software is not required.
• Strong organization, time management, communication, and attention to detail.
• Sound judgment, discretion, and professionalism when handling sensitive information.
• Adaptable, dependable, and able to work independently and collaboratively.

Responsibilities

• Manage the reception area including answering and directing incoming calls, greeting clients.
• Screen and redirect client inquiries, gauge urgency, and escalate as required.
• Coordinate secure client communications, information requests, document exchanges, and other engagement correspondence while maintaining confidentiality.
• Ensure boardroom, reception and common areas are tidy and presentable with necessary supplies.
• Coordinate meeting logistics including scheduling, room bookings, calendar management, and virtual meetings setup.
• Manage and order office supplies and assist with building maintenance and operational issues.
• Perform daily accounts receivable functions including cheque and cash deposits and client communications regarding balances.
• Prepare, review, distribute, and track client-facing documents and engagement correspondence to meet standards.
• Maintain electronic records through retention and archiving, and coordinate client document intake and workflow routing.

Skills

Organization

Time management

Communication

Attention to detail

Discretion

Teamwork

Education

Post-secondary diploma or degree

Tools

Office 365

iFirm TaxPrep

CaseWare

Adobe eSign

iFirm Client Portal

Job description

Baker Tilly GWD LLP in Guelph, Ontario is seeking a Client Services Coordinator to deliver exceptional client service and support practice operations by managing reception, communications, meetings, client deliverables, and office readiness.

This in-office role requires strong organization, attention to detail, and professionalism, with responsibilities spanning reception, document management, payments, and workflow coordination to ensure quality and compliance.