Client and Operations Coordinator - Finance

Express Employment Professionals - Cincinnati East; Town of Florida (NY); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Weekly Pay

Medical, Dental, Vision, Short-Term D;

Life Insurance

401(K) Savings Plan

Holiday Pay

Free Online Training

Referral Bonus

Job summary

Express Employment Professionals - Cincinnati East is seeking a Client & Operations Coordinator - Finance to join a growing CPA and accounting firm in the Clermont area. This onsite role supports client onboarding, billing, and office operations, ensuring efficient daily workflows.

The ideal candidate will have 3–5 years of professional office experience, direct client-facing skills, and strong MS Office proficiency to manage documents, schedules, and confidential information with

Qualifications

• 3–5 years of professional office experience.
• Experience in accounting, tax, legal, insurance, banking, medical administration or financial services office.
• Direct client-facing experience.

Responsibilities

• Serve as the primary point of contact for clients.
• Manage central email, phone calls and in-person contacts.
• Assist with client onboarding and account setup.
• Manage document intake and workflow tracking.
• Coordinate appointments and client communications.
• Support billing and administrative operations.
• Help ensure smooth daily office operations.
• Other tasks as assigned.

Skills

Strong phone handling

Email management

Independent work

Communication skills

Follow-up skills

Tools

Microsoft Office

Job description

Client & Operations Coordinator - Finance

Location: Onsite

Schedule: Monday–Friday | 9:00 AM – 5:30 PM

Client & Operations Coordinator - Finance Summary:

We are seeking a Client & Operations Coordinator - Finance to join a growing CPA and accounting firm in the Clermont area.

This position is ideal for a motivated, self-directed professional with demonstrated success in a business environment and the ability to navigate workplace dynamics, communication protocols, and professional expectations confidently.

Client & Operations Coordinator - Finance Responsibilities:

• Serve as the primary point of contact for clients.
• Manage central email, phone calls and in-person contacts.
• Assist with client onboarding and account setup.
• Manage document intake and workflow tracking.
• Coordinate appointments and client communications.
• Support billing and administrative operations.
• Help ensure smooth daily office operations.
• Other tasks as assigned.

What We’re Looking For

• 3-5 years of professional office experience.
• Experience in an accounting, tax, legal, insurance, banking, medical administration or financial services office
• Direct client-facing experience
• Experience managing documents, schedules, deadlines, and confidential information
• Strong phone handling, email management, and follow-up skills
• Strong Microsoft Office skills
• Ability to work independently and anticipate needs

Benefits of working with Express:

• Weekly Pay
• Medical, Dental, Vision, Short-Term Disability, and Life Insurance
• 401(K) Savings Plan
• Holiday Pay
• Free Online Training
• Referral Bonus