Client Excellence Coordinator

About the job Client Excellence Coordinator

Position: Client Excellence Coordinator

Number of hours: 40 hours/week

Schedule: US Time Zone

Tasks required:

Serve as the primary point of contact for clients, maintaining professional and positive relationships

Coordinate client onboarding and account setup processes, as well as offboarding processes, ensuring all necessary documentation is collected and accurately recorded

Schedule and coordinate client meetings, conference calls, and appointments for accounting professionals, as needed

Facilitate effective communication between clients and internal teams, ensuring timely and accurate responses to client inquiries or concerns

Collaborate with accounting professionals to gather necessary information and documentation for client projects, obtain client progress billing approvals, and monitor lagging projects ensuring smooth workflow and pro...