Client Services Coordinator — Tax, Assurance & Outsourcing Support

CLA (CliftonLarsonAllen); Pittsburgh (Allegheny County); Vor Ort; USD 42.000 - 60.000; Vollzeit

Zusammenfassung

CLA (CliftonLarsonAllen) is seeking a Client Service Coordinator in our Pittsburgh, PA office. This pivotal role supports the client by handling service activities and direct client support.

They assist service team leaders in Assurance, Tax, or Outsourcing to drive business functions and growth. Ideal candidates have at least 2 years of relevant experience, a high school diploma (associate or bachelor’s preferred), and strong MS Office skills.

Qualifikationen

• 2 years of relevant experience required.

Aufgaben

• Support service team leaders in managing Tax, Outsourcing, Assurance, or Digital workflows.
• Process client documents and coordinate workflow to meet deadlines.
• Assist with client communications and billing processes.
• Provide back-office support during peak seasons.

Kenntnisse

MS Office proficiency

Customer service

Administrative support

Ausbildung

High school diploma or equivalent

Associate or bachelor’s degree preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

PowerPoint

CRM

Adobe

CCH ProSystem Fx

Jobbeschreibung

CLA (CliftonLarsonAllen) is seeking a Client Service Coordinator in our Pittsburgh, PA office. This pivotal role supports the client by handling service activities and direct client support.

They assist service team leaders in Assurance, Tax, or Outsourcing to drive business functions and growth. Ideal candidates have at least 2 years of relevant experience, a high school diploma (associate or bachelor’s preferred), and strong MS Office skills.