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Posted: Wednesday, November 1, 2017 12:03 AM


Job Description

The Client Services Coordinator to work closely with our accounting team and act as a primary point of liaison with our clients. • Diverse role combining client liaison, marketing. • Friendly, social work environment. • Positive team environment. The role: • Managing the administration of the firm’s workflow system. • Undertaking all administrative functions of the accounting work, enabling the accountants to become more efficient to better service our clients. • Liaising with clients to gather all required information in a timely manner. • Following up with clients to ensure accountants’ queries are resolved as quickly as possible to ensure prompt turnaround. • Providing customer service over the phone to clients. • Welcoming onsite visitors. • Maintaining a client relationship management system and electronic document management system. Requirements: • Professionalism in all interactions. • Ability to coordinate ideas and resources to achieve goals. • Exemplary administration skills. • Experience gained in a professional services environment (preferred). • Strong communication skills. • Well presented, strong relationship management skills. • A friendly and flexible personality. • Strong ethical compass. • Dependable and punctual. • Pro-active, self-motivate and detail oriented. This is a diverse role where you will be dealing directly with clients and accountants on our team. Would suit a person who is happy to take on an interesting mix of responsibilities. The most important criterion is you need to be a very strong administrator who enjoys administration. Preferences: • 2+ years professional work experience. • Knowledge or experience within an accounting practice. Compensation: • Competitive salary. • Benefits. • Continual education opportunities. • Career growth opportunities. To apply: Email resume to

• Location: Charlotte

• Post ID: 50178377 charlotte is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2017