Client Service & Operations Coordinator

CliftonLarsonAllen LLP; Des Moines (IA); Presencial; USD 35.000 - 52.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health benefits

401k

Wellness program

Descripción de la vacante

CliftonLarsonAllen LLP in Des Moines, IA is seeking a Client Service Coordinator to support service leaders across Tax, Outsourcing, Assurance and Digital. The role handles client documents, workflow, and billing coordination, ensuring smooth operations for the client service team.

Required 2 years of relevant experience with strong MS Office skills; familiarity with CCH ProSystemFx is preferred. High school diploma or equivalent required; associate or bachelors degree is preferred.

Formación

• 2 years of relevant experience required.
• Professional services industry experience preferred.
• High school diploma or equivalent required.
• Associate or bachelors 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.

Responsabilidades

• Internal Support: Proactively support team leader in managing Tax, Outsourcing, Assurance or Digital services.
• Tax: Manage tax processes including organizers, document handling, deadlines and eFile management.
• Assurance: Assist in preparing client documents, engagement letters, reports and audits.
• Outsourcing: Draft engagement letters, process client invoices and CRM tracking.
• Internal Operations Team: Provide back up during peak seasons and support other internal operations roles.

Conocimientos

Client service

MS Office

CRM tools

Attention to detail

Educación

High school diploma

Associate or Bachelor's degree preferred

Herramientas

CCH ProSystemFx

MS Word

MS Excel

MS Outlook

PowerPoint

CRM

Descripción del empleo

CliftonLarsonAllen LLP in Des Moines, IA is seeking a Client Service Coordinator to support service leaders across Tax, Outsourcing, Assurance and Digital. The role handles client documents, workflow, and billing coordination, ensuring smooth operations for the client service team.

Required 2 years of relevant experience with strong MS Office skills; familiarity with CCH ProSystemFx is preferred. High school diploma or equivalent required; associate or bachelors degree is preferred.