Client Service Coordinator

Job Description

Job Description

Client Service Coordinator

 

Location: New Castle, DE (In-Office)

 

Schedule: Full-Time

 

Pay: $22–28 per hour, depending on experience

 

Necelis CPA is a growing CPA firm looking for an organized, friendly, and dependable Client Service Coordinator to help deliver an outstanding experience for our clients.

 

If you enjoy helping people, staying organized, learning new technology, and being an important part of a small team, we'd love to meet you.

 

This position is in-office during training. After successful onboarding and demonstrated performance, employees may become eligible for a hybrid work schedule based on business needs.

 

What You'll Do

• Answer incoming phone calls with professionalism and warmth
• Respond to client emails and general questions
• Assist clients with our secure online document portal
• Keep clients informed about the status of their work
• Organize incoming client documents
• Maintain accurate client records
• Process incoming and outgoing mail and electronic correspondence
• Help coordinate workflow between clients and our tax team
• Track outstanding client requests and follow up as needed
• Support a variety of administrative projects

What We're Looking For

• Friendly, professional, and customer-focused
• Excellent written and verbal communication skills
• Highly organized with strong attention to detail
• Able to manage multiple priorities in a fast-paced office
• Comfortable learning new software and technology
• Dependable, proactive, and takes initiative
• Positive attitude and enjoys working as part of a team

Preferred Qualifications

• Two or more years of customer service or administrative experience
• Experience working in a professional office environment
• Strong Microsoft Office skills
• Experience with CRM or workflow software is a plus
• Experience in an accounting, legal, medical, banking, financial services, or insurance office is a plus

What We Offer

• Competitive hourly pay
• Retirement plan with employer match
• Professional development opportunities
• Modern cloud-based technology
• Supportive, collaborative team environment
• Opportunity for hybrid work after successful training and demonstrated performance
• Long-term career opportunity with a growing firm

\nCompany Description

Necelis CPA is a growing CPA firm that assists individuals and small businesses with their tax and accounting needs. We use technology to offer our clients a unique and personalized experience.

Company Description

Necelis CPA is a growing CPA firm that assists individuals and small businesses with their tax and accounting needs. We use technology to offer our clients a unique and personalized experience.