Client Relationship Specialist

3 days ago


Saint Louis, United States Accounting Career Consultants Full time
Job Summary

We are seeking a highly organized and detail-oriented Client Service Coordinator to join our team at Accounting Career Consultants. In this role, you will play a key part in building and maintaining strong relationships with clients, ensuring seamless communication and project management.

This is an excellent opportunity for a professional who thrives in a fast-paced environment, enjoys working with people, and takes pride in delivering exceptional service.

Key Responsibilities
  • Client Relationship Management:
    • Serve as the primary point of contact for clients, ensuring timely and effective communication.
    • Address client inquiries and provide assistance with obtaining necessary documents or information.
  • Project Coordination:
    • Manage project workflows, ensuring smooth operations by coordinating with clients for missing documents or other requirements.
    • Utilize client relationship management (CRM) software to support client communication and streamline project processes.
  • Appointment and Call Management:
    • Schedule and manage meetings and calls with clients, prospects, and other stakeholders.
    • Conduct client outreach for tax return receipts, outstanding invoices, and other call-related tasks.
  • Administrative Support:
    • Assist supervising accountants with tasks such as bulk project setup, client call lists, and other responsibilities as assigned.
    • Document communications and maintain client records with accuracy and attention to detail.
Requirements
  • Education & Experience:
    • Minimum of 1 year in a professional office environment (Bachelor's degree preferred but not required).
  • Skills & Attributes:
    • High proficiency with computers and the ability to adapt to various software programs.
    • Strong organizational skills with the ability to multi-task and prioritize effectively.
    • Exceptional attention to detail and accuracy.
    • Possession of a proactive and self-motivated attitude.
    • Professional workplace conduct, including knowledge of best practices for client communication and professional appearance.
  • Personal Traits:
    • Excellent work ethic with a proactive and self-motivated attitude.
    • Strong interpersonal and communication skills, both verbal and written.
    • Adaptability to changing priorities, projects, and processes.
    • Outgoing personality with a client-focused mindset.
What We Offer

In exchange for your hard work and dedication, we offer a competitive salary of $45,000 - $60,000 per year, depending on experience, plus benefits and opportunities for growth and development.



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