Client Service Coordinator — Professional Services

CLA (CliftonLarsonAllen); Nashville (TN); Vor Ort; USD 38.000 - 52.000; Vollzeit

Benefits dieser Stelle

Health insurance

Dental insurance

Vision insurance

401(k)

Zusammenfassung

CLA (CliftonLarsonAllen) is seeking a Client Service Coordinator for our Nashville, TN office. The role provides essential client support and administrative help to service teams across Tax, Outsourcing, and Assurance.

You will assist with document handling, scheduling, and client communications to help ensure timely delivery of services. Ideal candidates have 2 years of relevant experience, proficiency with Microsoft Office, and familiarity with CCH ProSystemFx.

Qualifikationen

• 2 years of relevant experience required.
• Professional services industry experience preferred.
• High school diploma or equivalent required.
• Associate or bachelor’s degree preferred.
• Ability to quickly master new software applications.
• Proficiency in Microsoft Windows and Office Products.
• Experience with CCH ProSystemFx is preferred.
• Familiarity with CCH products, MS Word, MS Excel, MS Outlook, MS PowerPoint, CRM, Adobe, and other internal systems.

Aufgaben

• Support service leaders in Tax, Outsourcing, Assurance or Digital with admin and marketing tasks.
• Prepare and mail tax organizers, organize client documents, and assist with deadlines.
• Coordinate roll-forward and client document handling for assurance engagements.
• Draft engagement letters and prepare client invoices and other deliverables.
• Provide back-up to internal operations and assist with cross-team coordination.

Kenntnisse

Microsoft Office proficiency

CRM systems

Ausbildung

High school diploma or equivalent

Associate or Bachelor’s degree preferred

Tools

CCH ProSystemFx

CRM

Microsoft Office

Jobbeschreibung

CLA (CliftonLarsonAllen) is seeking a Client Service Coordinator for our Nashville, TN office. The role provides essential client support and administrative help to service teams across Tax, Outsourcing, and Assurance.

You will assist with document handling, scheduling, and client communications to help ensure timely delivery of services. Ideal candidates have 2 years of relevant experience, proficiency with Microsoft Office, and familiarity with CCH ProSystemFx.