Client Operations Coordinator (Salem, Oregon)

Redw Llc; Salem (OR); On-site; USD 48,000 - 56,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision

Life Insurance

401(k) match

HSA/FSA options

Flexible PTO

Wellness reimbursement

Learning platform

Credential support

WFH stipend

Tech provided

Job summary

REDW is seeking a Client Operations Coordinator to serve as the primary contact for clients, manage onboarding, and maintain CRM data. The role supports engagement documents and cross-functional teams to ensure a seamless client experience.

Requirements include a high school diploma (GED), 1–3 years in administration, and willingness to travel up to 5%. The firm offers comprehensive benefits and development opportunities.

Qualifications

• High school diploma or GED required; some college preferred.
• 1–3 years of administrative experience.
• Willingness to travel up to 5%.

Responsibilities

• Serve as the first point of contact for clients, managing inbound calls, inquiries, and service requests with professionalism and timely follow-up.
• Coordinate client onboarding, engagement setup, and maintenance of client records, accounts, and CRM data.
• Prepare, track, and manage engagement documents, proposals, agreements, reports, and other client-facing materials.
• Monitor service requests and client support activities, ensuring accurate documentation, issue resolution, and escalation when needed.
• Collaborate across teams to deliver a seamless client experience while maintaining compliance with firm policies, quality standards, and operational procedures.

Skills

Client-centered service

Professional communication

Microsoft 365

CRM platforms

Documentation & records accuracy

Education

High school diploma/GED

Some college courses

Tools

CRM system

Electronic signatures

Portal software

Document management systems

Practice management software

Job description

Join REDW – A Top Workplace!

Ready to grow your career somewhere that actually invests in you? At REDW, one of the nation’s largest and fastest-growing accounting and advisory firms, we’re building something special and we want you to be part of it. Recognized as a Top Workplace, we’re known not just for our expertise, but for our people, our culture, and how we show up for each other.

With offices across New Mexico, Arizona, Oregon, Oklahoma, and Las Vegas, you’ll have the opportunity to do meaningful work in a collaborative, supportive environment where you can make an impact. Guided by our values Dream Big, Better Together, and Integrity Counts, we push boundaries, support one another, and do the right thing.

If you’re ready to grow, be challenged, and actually enjoy the team you’re on, REDW is the place to do it!

Client Operations Coordinator

What You’ll Do

• Serve as the first point of contact for clients, managing inbound calls, inquiries, and service requests with professionalism and timely follow-up.
• Coordinate client onboarding, engagement setup, and maintenance of client records, accounts, and CRM data.
• Prepare, track, and manage engagement documents, proposals, agreements, reports, and other client-facing materials.
• Monitor service requests and client support activities, ensuring accurate documentation, issue resolution, and escalation when needed.
• Collaborate across teams to deliver a seamless client experience while maintaining compliance with firm policies, quality standards, and operational procedures.

What You Bring

• High school diploma/GED required; some college preferred.
• 1-3 years’ experience as an administrative assistant or similar administrative role.
• Availability for overtime as needed during busy seasons.
• Willingness to travel approximately <5%.

What Sets You Apart

• Client-centered service orientation and professional communication with internal and external clients.
• Proficiency in Microsoft 365 and ability to learn CRM, workflow, electronic signature, portal, document-management, and practice-management platforms.
• Strong organization, prioritization, proofreading, records accuracy, and follow-through.
• Sound judgment and discretion when handling confidential and sensitive information.
• Ability to collaborate in a queue-based, deadline-driven, one-firm environment.
• Ability to follow documented procedures, identify exceptions, and escalation appropriately.

Why You’ll Love Working at REDW

Compensation

• Hourly range: $24 - $26
• Final offer based on location, experience, skills, licensure, and business need
• Commitment to fair and equitable pay practices

Benefits

• Medical, dental, vision, life, disability
• 401(k) with match
• HSA and FSA options

Work-Life & Wellness

• Flexible PTO + 10 holidays
• Monthly wellness reimbursement

Growth & Development

• Learning platform + credential support
• Ongoing development resources

Remote Support

• $150 annual WFH allowance
• Tech provided

Culture

• Award-winning workplace
• Strong focus on collaboration and inclusion

Equal Opportunity Employer

REDW values diversity and is committed to equal opportunity in the workplace. We do not discriminate based on race, color, religion, gender, national origin, age, disability, sexual orientation, or any other protected status.

If you require a reasonable accommodation during the hiring process, please email us [e-mail].