Client Success Coordinator

Creative Financial Staffing, LLC; Old Bridge (NJ); On-site; USD 54,000 - 66,000; Full time

Job summary

Creative Financial Staffing, LLC in New Jersey is seeking a Client Services Associate to serve as the primary client contact in a fast-paced professional services environment. This role supports tax operations and coordination across the team, ensuring seamless client experiences during peak season.

The ideal candidate brings customer service experience, strong communication skills, and proficiency with Microsoft Office.

Qualifications

• Previous customer service experience required.
• High-volume call center experience strongly preferred.
• Strong verbal and written communication skills.
• Experience with project coordination or workflow management is a plus.
• Proficiency with Microsoft Office applications.
• Associate’s or Bachelor’s degree preferred. Experience with workflow management software is a plus.

Responsibilities

• Manage a high volume of inbound client calls.
• Conduct outbound follow-up calls to gather documentation and schedule appointments.
• Track client workflows and help move projects through internal processes.
• Coordinate requests between clients and internal professionals to ensure timely resolution.
• Assist with administrative functions including invoicing, document preparation, printing, and scheduling.
• Maintain accountability for resolving client inquiries from start to finish.

Skills

Customer service

Call center

Communication

Microsoft Office

Project coordination

Workflow management

Education

Associate/Bachelor's degree preferred

Tools

Workflow software

Job description

Creative Financial Staffing, LLC in New Jersey is seeking a Client Services Associate to serve as the primary client contact in a fast-paced professional services environment. This role supports tax operations and coordination across the team, ensuring seamless client experiences during peak season.

The ideal candidate brings customer service experience, strong communication skills, and proficiency with Microsoft Office.