Pivot Business Group · 1 day ago
Client Relationship Coordinator – Accounting
United States
Part-time
Remote
Entry Level
2+ years exp
Maximize your interview chancesAccountingConsulting
Hiring Manager
Pam Jordan
Insider Connection @Pivot Business Group
Get 3x more responses when you reach out via email instead of LinkedIn.
Responsibilities
Respond to and manage client emails in a timely and professional manner, ensuring client inquiries are addressed.
Maintain organized email correspondence to track client requests and follow-ups.
Follow up with clients on outstanding requests, documents, or information needed.
Ensure timely response and resolution of client inquiries and concerns.
Monitor and organize TaxDome inbox notifications to ensure all client communications are addressed.
Upload client files shared via email into the TaxDome system for easy access and management.
Assist clients with uploading necessary documents via email or TaxDome platform.
Maintain up-to-date and accurate client files and records.
Send meeting reminders to clients and team members, ensuring all parties are prepared.
Coordinate and schedule meetings, including follow-up post-meeting as needed.
Conduct outreach to clients for general customer service purposes, including needs assessments and documents required.
Provide clients with 'What to Expect' presentations, outlining the next steps in their financial journey.
Attend renovation check-in meetings as required, ensuring clients are updated on progress and next steps.
Assist with ad-hoc administrative tasks to ensure smooth day-to-day operations and high client satisfaction.
Qualification
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Required
2+ years of experience in a client-facing role, preferably in accounting or a related industry.
Experience with email management, customer service, and administrative tasks.
Strong communication and interpersonal skills, with the ability to maintain professionalism at all times.
Excellent organizational skills with an ability to manage multiple tasks and deadlines.
Proficiency with email platforms, TaxDome (or similar CRM systems), and document management tools.
Ability to work independently and as part of a collaborative team.
Ability to work remote.
Detail-oriented with a focus on accuracy and thoroughness.
Proactive, with the ability to anticipate client needs and act accordingly.
Strong problem-solving abilities and the ability to handle difficult situations with grace.
Company
Pivot Business Group
Pivot Business Group offers financial services including fractional CFO, tax strategy, and bookkeeping.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Pam Jordan
Founder / CEO
Company data provided by crunchbase
