Job Description
The Client Relationship Coordinator supports client lifecycle management by providing administrative, communication, and compliance assistance 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 as part of delivering an exceptional client experience.
- Highly organized, detail-oriented, and proactive in anticipating client and team needs and resolving issues.
- Ability to coordinate seamlessly across all aspects of the client lifecycle.
- Support the client relationship process with administrative tasks, communication, and compliance responsibilities.
- Demonstrate strong organizational skills and attention to detail in managing client-related activities.
- Support team members in delivering client services effectively and efficiently.
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
Hybrid work setup (terms and conditions may apply)
CPA Certification Assistance and Bonus Program
Ready to Apply?
Join Aprio and make an impact in renewable energy
Stay Updated on Sustainability Jobs
Get the latest renewable energy jobs and career tips delivered to your inbox.
Job Alerts
Get notified about new sustainability jobs