Title: Client Excellence Coordinator

Location: Jericho, NY (on-site)

Compensation: $55,000-60,000
Schedule: Monday – Friday 9:00am – 5:00pm

Are you organized, personable, and passionate about helping others? We’d love to meet you!

Our client is a growing CPA and advisory firm specializing in the construction industry, and they are looking for a Client Excellence Coordinator to support clients, coordinate day-to-day administrative needs, and help keep office operations running smoothly. If you enjoy being organized, building relationships, and being a dependable part of a team, this could be the perfect opportunity for you!

Your Contributions

• Answer calls, respond to emails, and help with everyday client requests.
• Request and collect client documents and follow up on missing information.
• Scan, file, and keep client records organized.
• Prepare documents forsignaturesthroughDocuSign.
• Help prepare administrative forms, including Powers of Attorney.
• Assemble, process,andsendcompletedtaxreturns.
• Help clients get started with our online portals and systems.
• Schedule appointments and meetings.
• Prepare outgoing mail and FedEx shipments.
• Assist with billing, invoice follow-ups, and ACH and credit card payment authorizations.

Bringing to the Table

• Experience in customer service, administration, or office support.
• Goodcommunicationandorganizationalskills.
• Attention to detail and consistent follow-through.
• Comfort using Microsoft Office and learning new software.
• Someone who can manage multiple tasks and stay calm when things get busy.
• Experience in a professional-services office is a plus, but it’s not required.