Client Relations Coordinator

Presti & Naegele - Accounting and Advisory Services

New York (NY)

On-site

USD 65,000 - 80,000

Full time

14 days+

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Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

A mid-size accounting firm is seeking a motivated Administrative Assistant/Client Relations Coordinator in New York City. This full-time role involves managing client communications, supporting billing and accounts receivable processes, and engaging in client retention initiatives. Candidates should have 3-5 years of relevant experience, strong customer service skills, and proficiency in Microsoft Office applications. This position fosters a collaborative work environment where your contributions will be recognized and valued.

Qualifications

Minimum of three to five years of relevant experience in a professional office setting.
Experience in administrative support in a professional service industry.

Responsibilities

Manage the Billing Email inbox to handle requests from clients.
Support client billing and collections by communicating payment status.
Assist in client retention engagement and identify improvement opportunities.

Skills

Customer service skills

Critical thinking

Collaboration

Microsoft Office proficiency

Problem-solving

Education

College degree or equivalent work experience

Tools

Salesforce

Microsoft PowerBI

Job description

Presti & Naegele - Accounting and Advisory Services provided pay range

This range is provided by Presti & Naegele - Accounting and Advisory Services. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$65,000.00/yr - $80,000.00/yr

Direct message the job poster from Presti & Naegele - Accounting and Advisory Services

Job Title: Administrative Assistant/Client Relations Coordinator

Location: On-site; office located in Midtown Manhattan (In Office 5 Days per Week)

Status: Full Time, Employee

Salary: Commensurate with experience; $65K-$80K annually

Experience: Minimum of three to five years of relevant experience in a related role and professional office setting

Presti & Naegele is a mid-size accounting firm with a diverse client base seeking a motivated Client Relations Coordinator. We believe in investing time in our professionals, and pride ourselves on an environment where our people can build their technical skills as well as develop strong connections and meaningful relationships. With our smaller client service teams and an excellent partner-to-associate ratio, you will have the opportunity to stand out and make a distinct impact. You will be part of an environment where your work is noticed by your peers, partners, and clients.

What we are Looking for:

We’re looking for a proactive and strategic Client Relations Coordinator to support the Client Relations Manager with a wide range of client service and administrative responsibilities
A Critical Thinker and someone who can make decisions and solve problems using sound, inclusive reasoning and judgement
This on-site NYC position plays an integral role in the firm's Administrative support in an on-site capacity
Administrative experience in a professional service industry setting such as the accounting or legal industry
This onsite NYC position plays a key role in end-to-end project management of firm initiatives and directing client communications
The team member will partner with the management committee, the marketing team, and other members of firm leadership to drive organizational results through understanding client pain points, conducting industry research, and formulating/executing initiatives to achieve key measurable project-based goals
This role serves as the go-to contact for billing inquiries, providing prompt, professional support that strengthens client and tax partner/manager relationships
The ideal candidate will be mature, professional, self-assured, presentable, humble, and confident
This is a great opportunity for someone who thrives in a fast-paced environment, enjoys problem-solving, and can work well with teams across the firm

What You’ll Do/Areas of Responsibility:

Heavy focus on client service including but not limited to:

Manage the Billing Email inbox and Portal Help email inbox to handle requests both internally and externally from clients
Address Client AR & Billing escalations both via email and over the phone
Track/trend requests or complaints for continual improvement
Field client portal assistance requests from clients both email and over the phone; assisting clients with password reset issues and login issues

Accounts Receivable - Direct/Indirect Client Facing:

Spearhead the outbound facing calls to clients as well as participate in the AR meetings with Partners and Managers
Support client billing and collections by communicating payment status and assisting with payment plans when needed. Update documentation/tracker as required.
Assist with other client development or business development initiatives and projects as the need arises from inception through delivery

Contribute to maintenance of existing client information:

Run reportings of client database to ensure all client information is complete across CCH axcess and other programs
Understands and responds to inquiries and requests made by clients, accountants, and support staff
Make client profile changes for existing clients, such as email address, mailing & billing info, etc…, as requested by clients
Oversee, maintain, and ensure completion of all entries in the internal client control sheet to help track pertinent information such as quoted fees and referral partners

Client Retention Engagement and Programs:

Identify our client base and target them through our marketing and networking.
Help identify opportunities to improve the client experience and stream workflow processes such as Case studies, testimonials and Referral programs
Partner with Management committees and other departments to execute various email blasts with important tax updates, client news, etc… as needed.
Run and monitor various reports to track customer retention, development, and production
Develop program to identify and track touches by Accountants across Client Base
Work to get all info in Salesforce up to date & uploaded
Client satisfaction Surveys/ VOC – create presentation to present to leadership/ the rest of the firm
Spearhead post tax season outreach initiatives with clients
Use Salesforce to track client engagement, identify at-risk accounts, and take proactive steps to address concerns before the client moves in a different direction
Identify our clients with high growth potential for add-on services
Lead the firm’s annual ‘Voice of the Customer’ initiative

Skills & Qualifications:

A College degree and/or equivalent work experience
A minimum of three to five years in a relevant position
This role requires you to be on-site at NYC location in midtown Manhattan
Administrative support experience in an on-site capacity
Be able to effectively communicate and collaborate and work with team members that are both remote and in-office
Comfort interacting with individuals of all levels
A mindset that focuses on continuous improvement/process streamlining to help create and maintain successful workflows and processes
Excellent customer service skills and flexibility to bring desired results
Ability to thrive in a collaborative, team environment
An energetic self-starter with an entrepreneurial mindset who can learn quickly and actively seeks out new business opportunities
Openness to being mentored and receiving constructive feedback
Must have Microsoft Office application experience including Outlook, Teams, Excel, PowerPoint, and Word. Microsoft PowerBI experience a plus.

Seniority level