Client Success & Coordination Specialist

Polston Tax Resolution & Accounting; Tulsa (OK); On-site; USD 32,000 - 39,000; Full time

Benefits offered by this job

Paid volunteer events

Company-sponsored events

Career growth opportunities

Medical, dental, and vision insurance;

Short- and long-term disability, life,

Pet insurance

401K with matching

Paid time off (PTO) and holidays

Competitive salary

Job summary

Polston Tax Resolution & Accounting in Tulsa, OK, is seeking a Client Specialist to provide friendly, professional client service in-office. Hours are Mon–Fri, 8:00 a.m.–5:00 p.m. with potential schedule changes by management. Salary is $35,500/year.

The role supports attorneys, accountants, and case managers, maintains schedules and contacts databases, and ensures meticulous data entry across client files.

Qualifications

• Positive attitude and customer service mindset.
• Ability to switch between tasks based on importance and urgency.
• Basic computer skills: keyboarding, email etiquette, and MS Office.
• Team player with strong work ethic.
• Exceptional interpersonal, negotiation, and conflict resolution skills with strong follow up.
• Outstanding verbal and written communication skills.
• Excellent organizational skills with task prioritization.
• Integrity, professionalism, and confidentiality.
• Coachable mindset and student mentality.
• Reliable transportation to commute between office locations.
• Equipment to work remotely when office is closed due to weather or emergencies.
• A computer, monitor, tablet and/or smartphone.
• Internet – minimum 50 Mbps (100 Mbps recommended).
• Satisfactory background and reference checks.

Responsibilities

• Communicate with current and potential clients about services via face-to-face, phone, or email.
• Assist attorneys, accountants, and case managers with client communication.
• Prepare legal documents.
• Maintain company schedule and caller database.
• Maintain and update large spreadsheets with high accuracy.
• Update case notes in internal case management software.
• Perform other duties as assigned.

Skills

Customer service

Time management

Interpersonal skills

Verbal communication

Written communication

Microsoft Office

Keyboarding

Organization

Prioritization

Confidentiality

Integrity

Teamwork

Coachable

Negotiation

Conflict resolution

Reliability

Tools

Microsoft Office

Job description

Polston Tax Resolution & Accounting in Tulsa, OK, is seeking a Client Specialist to provide friendly, professional client service in-office. Hours are Mon–Fri, 8:00 a.m.–5:00 p.m. with potential schedule changes by management. Salary is $35,500/year.

The role supports attorneys, accountants, and case managers, maintains schedules and contacts databases, and ensures meticulous data entry across client files.