Client Experience & Operations Coordinator

Jacobson Lawrence & Company; La Verne (CA); On-site; USD 42,000 - 64,000; Full time

Job summary

Jacobson Lawrence & Company seeks a Client Excellence Coordinator to support our operations team by delivering exceptional service to staff and clients. You will organize information, respond to requests, and anticipate needs to help us maintain high-quality work.

The role emphasizes independence, initiative, accuracy, and a positive attitude, with responsibilities spanning client data management, coordinating deliverables, and supporting onboarding while preserving confidentiality.

Qualifications

• One or more years of client service, accounting, financial or law industry experience.
• Associate degree or equivalent work experience.
• Extremely high attention to detail.
• Proficiency with Microsoft Office; Tax software and CRM experience preferred.
• Ability to learn and work with various software programs with relative ease.
• Excellent listening, written and verbal communication skills.
• Strong time management and organizational skills; handle multiple priorities.

Responsibilities

• Contact clients for missing information required to complete their tax/accounting work.
• Organize incoming client information and assess completeness.
• Coordinate deliverables to clients.
• Work with client investment advisors to obtain required information.
• Assist in coordinating outsourced tax returns.
• Maintain client contact information and instructions.
• Schedule and manage email correspondence for professionals.
• Coordinate incoming prospects through a sales pipeline.
• Assist with onboarding new clients.
• Maintain a high-quality client journey.
• Coordinate intradepartmental communication and meetings.

Skills

Client service

Attention to detail

Microsoft Office

CRM experience

Time management

Communication skills

Discretion

Education

Associate degree

Tools

CRM software

Job description

Jacobson Lawrence & Company seeks a Client Excellence Coordinator to support our operations team by delivering exceptional service to staff and clients. You will organize information, respond to requests, and anticipate needs to help us maintain high-quality work.

The role emphasizes independence, initiative, accuracy, and a positive attitude, with responsibilities spanning client data management, coordinating deliverables, and supporting onboarding while preserving confidentiality.