Client Operations Coordinator

Job Description

About Uprise

\n

\n

Uprise's mission is to give everyone in the world the ability to optimize their finances.

\n

\n

We're a premium tax and advisory firm for people with genuinely complex finances: business owners, real estate, stock comp, and more. We pair expert tax professionals and advisors with technology to deliver a high-touch, proactive experience that traditional firms can't, and we reach clients by embedding inside the platforms and advisory firms they already trust: partners like HoneyBook, NerdWallet, Flychain, alongside a growing roster of RIAs and wealth firms.

\n

\n

We're backed by top VCs (Blank Ventures, Serac Ventures, TruStage, Hustle Fund) and by founders and senior execs from Gusto, SoFi, Stripe, and Robinhood, among others.

\n

\n

About the role

\n

\n

This is a full-time role for candidates based in Nevada.

\n

\n

You are the person our clients hear from most often. You keep their tax work moving by getting what we need from them, telling them where things stand, and making sure nothing sits waiting. You do not need a tax background. Our Tax Advisors and Tax Compliance team answer the tax questions, and you make sure the client gets a clear answer and a next step.

\n

\n

We're a small team building something new, and this seat is for someone who wants to work directly with clients, wear many hats, and grow with the firm. It's a good fit for someone early in their career as well as for someone with client service experience.

\n

\n

What you'll do

\n

\n

\n
• Respond to client messages quickly and clearly, and make sure every client knows what is happening with their work and what we need from them next.
\n
• Collect documents and information from clients, follow up on what is missing, and check that what comes in is complete before it goes to the tax team.
\n
• Set up new clients in our systems and get them through their first steps with us.
\n
• Schedule calls between clients and our Tax Advisors and keep those conversations on the calendar.
\n
• Route tax questions to the right person on our team and follow through until the client has an answer.
\n
• Keep our systems current so the whole team can see where every client stands.
\n
• Hand off tasks to our offshore client operations team, check that they are complete, and flag where quality slips.
\n
• Notice when something looks off in a client's information and flag it before it becomes a problem.
\n
• Tell us what clients keep asking for and where the process is slowing them down.
\n

\n

\n

Who you are

\n

\n

\n
• You have worked directly with customers or clients, whether in client service, hospitality, retail, or an internship, and you care about how the client felt when the conversation ended, not just whether the task got closed.
\n
• You are patient and warm with people, including when they are stressed about money or deadlines.
\n
• You are careful with details, and you check your own work.
\n
• You follow through without being reminded, and a client waiting on you bothers you until it is handled.
\n
• You pick up complex topics quickly, and you are not thrown by tax documents, account statements, or financial terms.
\n
• You write clearly.
\n
• You are comfortable working across client portals, secure file sharing, scheduling tools, and shared trackers. Experience coordinating work across a small team, and checking other people's work, is a plus.
\n
• You live in Nevada.
\n

\n

\n

How to apply

\n

\n

Please send an email to Jessica at View email address on ziprecruiter.com with your resume. In your note, tell us when you could start and what made you want to apply.

\n

\n

Uprise is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations, and ordinances.