Client Service Coordinator

Client Service Coordinator

Plymouth, Minnesota, United States

Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With several offices across the U.S., UK, and India, there is a spot for you!

We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people.

At Frazier & Deeter, we're committed to training, mentoring, and developing our staff members. With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life.

Job Summary:

As a Client Service Coordinator, you will partner with a team of seasoned professionals to play a vital role in delivering a seamless, high?quality experience for our clients. This position is central to supporting client relationships and ensuring exceptional service at every touchpoint.

Duties & Responsibilities:

• Develop relationships with clients through professional and effective communications.
• Work with clients to obtain all required documents for the services we provide them.
• Maintain client contact information and internal databases related to client projects and tracking.
• Help prepare client invoices and ensure timely delivery to clients, following up on payments as necessary.
• Ensure client projects are being completed and coordinate timing with internal team as well as the client.
• Provide professional support to the client management team including check-ins on project status, calendaring appointments, data entry, and client onboarding.
• Preparing engagement letters and following up on signature.

Education & Experience:

• Bachelor's degree preferred
• Experience in Tax, Financial Services, or other Professional Services required
• Excellent written and verbal communication skills.
• Customer service oriented.
• Experience managing time sensitive information and the ability to meet strict deadlines.
• Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm.
• Proficient with Microsoft Office Suite.

Salary Range

$68,000 - $72,000 USD