Client Service Coordinator

Copeland Buhl is looking to add a Client Service Coordinator to our firm. As a Client Service Coordinator, you will work within a team of experienced professionals to play an integral role in delivering exceptional experience to each client. Key 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. Required Qualifications: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. Preferred Qualifications:Bachelor's degree. Experience in tax, financial services, or other professional services. Benefits:Hourly pay 401(k) with company match Medical with company contribution to HSA Copeland Buhl invests in people by offering more than a role, we offer a path. Through meaningful work, ongoing development, and a flexible approach to work-life balance, we support each individual's unique career journey. Our competitive compensation and benefits reflect the value of your contributions, while our collaborative culture fosters authentic relationships and a strong sense of community. At Copeland Buhl, you can build a career for your life. Copeland Buhl is an Equal Opportunity Employer.Salary Description$30-$34/hour