Client Services Coordinator
Core
Support Directors and Advisors by managing client onboarding, coordinating workflows across tax and advisory projects, and preparing proposals and reports.
Role type
Client Services Coordinator
Builds
Client service delivery and operational workflows for a business advisory firm
Domain
Professional services (accounting, financial planning, legal)
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Client onboarding management, workflow coordination, proposal preparation, stakeholder liaison, deadline tracking, compliance monitoring, Microsoft Office proficiency, CRM usage, practice management systems
Preferred skills
Proactive mindset, growth-oriented approach
Responsibilities
Manage client onboarding, service requests and correspondence; Coordinate workflows across tax, business services and advisory projects; Prepare proposals, scope of work, and client reports; Liaise with clients and external stakeholders to keep projects moving; Track deadlines, compliance requirements and deliverables; Support Directors and Advisors with administration and organisation; Drive adoption and refinement of the firms Refreshed Workflow system