Executive Client Services Coordinator

Job Summary:

As the Executive Client Services Coordinator, you will be the first impression for many of our clients answering phones, greeting walk-ins, and providing a warm, professional experience while acting as a gatekeeper for our accounting team. You will support the CEO directly with administrative tasks and oversee the smooth flow of work across the firm, including managing our internal job pipeline and onboarding new clients.

Key Responsibilities:

Client Interaction & Front Desk

• Answer incoming calls with professionalism and positivity

• Screen calls, log inquiries, and schedule appointments rather than simply transferring calls

• Greet clients at the front desk with a smile and a helpful attitude

• Maintain boundaries while ensuring every client feels heard and cared for

• Process and distribute incoming and outgoing mail daily

Client Onboarding & Job Flow Management

• Create and manage job entries for client projects in our internal system

• Provide an outstanding onboarding experience for new clients

• Assign jobs to the appropriate staff based on capacity and workload

• Run reports, audit job statuses, and follow up with team members and clients

• Scan and organize client documents, especially during peak tax season

Executive Support

• Manage CEOs calendar, email inbox, and meeting notes

• Handle special projects and administrative tasks as assigned

• Proactively relieve the CEO of items that can be delegated

Light Bookkeeping Support

• Assist with basic data entry, reconciliations, and document organization

What Were Looking For:

• Friendly, positive, and professional demeanor

• Excellent communication and organizational skills

• Ability to smile often, enforce boundaries politely, and represent the firm with integrity

• Experience in a fast-paced office, preferably within accounting or professional services

• Tech-savvy and quick to learn new systems (CRM, scanners, task management, etc.)

• High attention to detail, follow-through, and time management

Why Join Us?

• You'll play a central role in a firm where your contributions make a difference

• Supportive team culture with growth opportunities

• Additional support during tax season to help manage workload

• A chance to represent a respected brand and shape how clients remember us

To Apply:
Submit your resume and a brief cover letter highlighting your client service or administrative experience.