Client Service Coordinator

$22 - $28 per hour

Adam R Necelis CPA LLC

New Castle, DE

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.

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Vacancy posted 1 day ago

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