Client Experience & Workflow Coordinator

TD Consulting Group, PC; Milwaukie (OR); On-site; USD 42,000 - 68,000; Full time

Benefits offered by this job

Bonuses

Time Off

Medical & Dental coverage

Job summary

TD Consulting Group, PC in Milwaukie, OR is seeking a Client Service Associate to be the operational heart of the client experience. You will coordinate between clients, accountants, managers, and leadership to keep projects organized and deadlines on track.

This is not a traditional admin role; you’ll manage workflow, client communications, and deadline tracking in a fast-paced environment. You’ll support account activities, document management, and process execution across the firm, ensuring

Qualifications

• Experience with workflow systems, CRM platforms, project tracking tools, and document management software required.
• Strong organizational and time-management skills.
• Excellent written and verbal communication.
• High attention to detail and strong follow-through.
• Professionalism, sound judgment, and problem-solving abilities.
• Ability to manage multiple priorities and work both independently and collaboratively.
• Experience in public accounting, tax, financial services, legal, or other professional services environments preferred.

Responsibilities

• Serve as a contact for client communication and support.
• Assist clients with document collection, portal access, e-signatures, and tax return delivery.
• Monitor outstanding items and follow up proactively.
• Provide professional, responsive, and client-focused service.
• Maintain clear communication and accurate expectations throughout the client experience.
• Coordinate client projects from intake through completion.
• Monitor deadlines, workflow status, and outstanding items to help keep projects moving efficiently.
• Support all team members with workflow and project coordination.
• Identify bottlenecks, communication gaps, or operational risks, and propose resolutions or escalate as needed.
• Facilitate tax return processing, filing coordination, e-signature tracking, and delivery procedures.
• Maintain accurate documentation within firm systems.
• Support accounts receivable and administrative operations as needed.

Skills

Workflow systems

CRM platforms

Project tracking tools

Document management software

Job description

TD Consulting Group, PC in Milwaukie, OR is seeking a Client Service Associate to be the operational heart of the client experience. You will coordinate between clients, accountants, managers, and leadership to keep projects organized and deadlines on track.

This is not a traditional admin role; you’ll manage workflow, client communications, and deadline tracking in a fast-paced environment. You’ll support account activities, document management, and process execution across the firm, ensuring