Client Excellence Coordinator

Job Description

Job Description

Job Title: Client Excellence Coordinator

Company: Bernstein Financial Services
Location: Van Nuys, CA (In-person)
Salary: $25.00 to $35.00 per hour

About Us:

Bernstein Financial Services (BFS) is a growing enrolled agent tax and accounting firm based in Van Nuys, CA. We specialize in helping individuals, business owners, and signing preparers meet their financial goals through expert tax planning, full-service accounting, and strategic financial guidance.

At BFS, no one does “just one thing.” Our team thrives on diversity of experience, and we offer an engaging, collaborative work environment where you’ll take on meaningful and challenging responsibilities from day one. We take pride in building long-term relationships with clients and offering a high standard of ethical, professional service.

Visit us at: bernsteinfinancial.com

Position Overview:

The Client Excellence Coordinator is a key support role that ensures our clients receive exceptional service and support throughout their engagement with our firm while providing administrative support to all team members. This role plays a crucial part in allowing our tax and bookkeeping professionals to focus on their core responsibilities. This is a full-time, in-person role (M–F) based in our Van Nuys office , with overtime hours during tax season. Tax season is 10 weeks and typically runs form February 1st to April 15th.

Key Responsibilities:

Client Service & Communication:

• Serve as a primary point of contact for clients, ensuring a positive client experience
• Answer and manage incoming phone calls through a busy multi-line phone system
• Develop and maintain strong client relationships through regular communication
• Assist in resolving client concerns and ensure timely follow-up before escalation
• Coordinate and confirm client appointments for consultations and tax meetings
• Review client-submitted documents and follow up regarding missing information
• Maintain accurate and up-to-date client records and databases
• Coordinate and oversee client onboarding to ensure a smooth transition into the firm
• Collaborate with internal team members to ensure client expectations and deadlines are met

Administrative & Office Support:

• Provide administrative support to partners, managers, and team members
• Handle incoming and outgoing office correspondence and emails
• Organize and maintain paper and electronic client files securely and efficiently
• Assist with data entry, document preparation, and recordkeeping
• Prepare, proofread, print, and bind finalized client documents
• Process client payments accurately and in a timely manner
• Prepare final invoices upon completion of work
• Coordinate schedules and appointments across departments
• Maintain confidentiality of sensitive client and company information

Skills & Qualifications:

Required Qualifications:

• High school diploma or equivalent
• Previous experience in a professional office environment
• Experience working with a busy multi-line telephone system
• Strong verbal and written communication skills
• Excellent interpersonal and client relationship skills
• Strong organizational skills and attention to detail
• Ability to prioritize tasks in a fast-paced environment
• Ability to work independently and collaboratively within a team
• Proficient typing and computer skills

Technical Skills:

• Microsoft Office Suite (Outlook, Excel, Word)
• File-sharing systems such as Dropbox or SmartVault
• General office equipment including scanners, photocopiers, and fax machines
• Administrative and office management processes

Experience Requirements:

• Excel: 3+ years

Benefits:

• Competitive salary
• Simple IRA with up to 3% employer match
• Medical (Team member's premiums paid by BFS)
• Dental and vision insurance
• Life insurance
• Paid Time Off and Paid Sick Leave
• Ongoing professional development and education support
• A collaborative, ethical work environment

Job Details:

• Job Type: Full-time
• Location: In-person (Van Nuys, CA 91406)
• Schedule:
  • Monday to Friday (8-hour shift)
  • 8 am to 5 pm (1 hour lunch)
  • Additional hours during tax season
• Pay Range: $25.00 to $35.00 per hour (depending on experience and credentials)

Join our team at Bernstein Financial Services and become part of a firm that values your expertise, encourages your growth, and rewards your impact on clients' financial success. Bernstein Financial Services is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees

See Website:
Michael Bernstein (Partner) LinkedIn: linkedin.com/in/michael -bernstein-97033b2b
Rachel Garcia (Partner) LinkedIn: linkedin.com/in/rachel -garcia-94b88a7a
Anna Waynshtain (Partner) LinkedIn: linkedin.com/in/anna -waynshtain-e-a-589a9a31

Company Description

See Website: \r\nMichael Bernstein (Partner) LinkedIn: linkedin.com/in/michael-bernstein-97033b2b\r\nRachel Garcia (Partner) LinkedIn: linkedin.com/in/rachel-garcia-94b88a7a\r\nAnna Waynshtain (Partner) LinkedIn: linkedin.com/in/anna-waynshtain-e-a-589a9a31