Client Experience & Operations Coordinator

Jacobson Lawrence & Company; Mechanicsville (VA); On-site; USD 40,000 - 55,000; Full time

Job summary

A professional services firm in Virginia is seeking a Client Excellence Coordinator to ensure superior customer service for both staff and clients. This role involves organizing client information, coordinating deliverables, and assisting in onboarding new clients. Candidates should have at least one year of related experience, an Associate degree or equivalent work, and a high attention to detail. Occasional overtime is required during peak workload periods, typically from January to April and September to October.

Qualifications

• One or more years of client service, accounting, financial or law industry experience.
• Immediate proficiency with Microsoft Office.
• Discretion when handling confidential information.

Responsibilities

• Contacting clients for missing information required to complete work.
• Obtaining and organizing incoming client information.
• Coordinating deliverables to client.

Skills

Client service experience

Attention to detail

Microsoft Office proficiency

Communication skills

Time management

Customer service focus

Education

Associate degree or equivalent work experience

Tools

Tax software

CRM systems

Job description

A professional services firm in Virginia is seeking a Client Excellence Coordinator to ensure superior customer service for both staff and clients. This role involves organizing client information, coordinating deliverables, and assisting in onboarding new clients. Candidates should have at least one year of related experience, an Associate degree or equivalent work, and a high attention to detail. Occasional overtime is required during peak workload periods, typically from January to April and September to October.