Job Description
The Client Relationship Coordinator supports client lifecycle management by handling administrative, communication, and compliance tasks to ensure an exceptional client experience within a dynamic CPA and advisory firm.
Key Responsibilities
- Coordinate all aspects of the client lifecycle to ensure an exceptional client experience
- Support Relationship Lead, Account Manager, and service delivery teams with administrative tasks
- Handle communication and compliance tasks related to client accounts
- Anticipate client needs and proactively resolve issues
Requirements
- Support the Relationship Lead, Account Manager, and service delivery teams with administrative, communication, and compliance tasks related to client lifecycle management.
- Be highly organized, detail-oriented, and proactive in anticipating client and team needs and resolving issues.
- Possess the ability to coordinate seamlessly across all aspects of the client lifecycle to deliver an exceptional client experience.
Benefits & Perks
Competitive compensation
Performance-based salary increase
Discretionary incentive compensation based on client or individual performance
Wellness program
HMO coverage
Rewards and Recognition program
Free shuttle service provided by CDC for onsite employees
Free lunch meal for onsite employees
On-demand learning classes
Discretionary time off and Holidays
CPA Certification Assistance and Bonus Program
Hybrid work setup (terms and conditions may apply)
Ready to Apply?
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