Client Account Coordinator

Paz Financial Consulting; United States; Remote; USD 32,000 - 47,000; Full time

Benefits offered by this job

Health insurance options (medical, etc

PTO and paid holidays

401(k) retirement plan

Wellness benefits

Career growth opportunities

Collaborative team culture

Job summary

Paz Financial Consulting is seeking a Client Account Coordinator to support client relationships by coordinating day-to-day account activities, ensuring timely communication and organized documentation. This role focuses on delivering a smooth client experience while aiding internal teams to keep work moving efficiently.

Ideal candidates bring strong attention to detail, reliable follow-through, and excellent written and verbal communication to provide accurate updates and dependable support to

Qualifications

• High school diploma or equivalent; associate's or bachelor's preferred.
• 1+ years in client services, coordination, administration, or a related role.
• Experience working with structured workflows, deadlines, and multiple concurrent requests.
• Excellent written and verbal communication skills with a client-focused, professional approach.

Responsibilities

• Coordinate day-to-day client account activities to support timely progress on deliverables.
• Serve as a point of contact for routine client questions and internal status updates.
• Maintain organized client records, documentation, and account notes to support accuracy and continuity.
• Track requests, deadlines, and action items to ensure nothing is overlooked.
• Prepare and distribute client-facing updates and internal summaries as needed.
• Collaborate with internal team members to confirm requirements, timelines, and next steps.
• Assist with scheduling and coordinating meetings, calls, and follow-ups.
• Review information for completeness and accuracy before sharing with clients or stakeholders.
• Support the resolution of issues by escalating concerns and tracking outcomes to closure.
• Continuously improve coordination processes to enhance clarity, efficiency, and service quality.

Skills

Client services

Attention to detail

Communication

Time management

Education

High school diploma or equivalent

Associate’s or bachelor’s degree preferred

Tools

Microsoft Office

Job description

Client Account Coordinator

About the Role

The Client Account Coordinator at Paz Financial Consulting supports client relationships by coordinating day-to-day account activities, helping ensure timely communication, and maintaining organized documentation. This role is focused on delivering a smooth client experience while supporting internal teams to keep work moving efficiently.

Success in this position looks like accurate account coordination, responsive service, strong attention to detail, and clear follow-through on requests—so clients and colleagues can rely on consistent updates and dependable support.

Duties & Responsibilities

• Coordinate day-to-day client account activities to support timely progress on deliverables.
• Serve as a point of contact for routine client questions and internal status updates.
• Maintain organized client records, documentation, and account notes to support accuracy and continuity.
• Track requests, deadlines, and action items to ensure nothing is overlooked.
• Prepare and distribute client-facing updates and internal summaries as needed.
• Collaborate with internal team members to confirm requirements, timelines, and next steps.
• Assist with scheduling and coordinating meetings, calls, and follow-ups.
• Review information for completeness and accuracy before sharing with clients or stakeholders.
• Support the resolution of issues by escalating concerns and tracking outcomes to closure.
• Continuously improve coordination processes to enhance clarity, efficiency, and service quality.

Requirements

• Education: High school diploma or equivalent; associate's or bachelor's degree preferred.
• Experience: 1+ years of experience in client services, coordination, administration, or a related role.
• Experience working with structured workflows, deadlines, and multiple concurrent requests.
• Software/Tools: Proficiency with Microsoft Office (Outlook, Excel, Word) and documentation tools.
• Strong organizational skills with the ability to maintain accurate records and follow up consistently.
• Excellent written and verbal communication skills with a client-focused, professional approach.
• Ability to prioritize tasks, manage time effectively, and adapt to changing needs.
• Attention to detail and commitment to accuracy in client and internal information.
• Inclusive mindset and professionalism when working with diverse clients and teammates.

Benefits

• Health insurance options (medical, dental, and vision)
• Paid time off (PTO) and paid holidays
• Retirement savings plan (e.g., 401(k))
• Wellness benefits and resources
• Career growth opportunities through training and skill development
• Supportive team culture focused on collaboration and continuous improvement

Compensation: $23 – $34 / hour Employment Type: Full-Time