Jacobson Lawrence & Company

Client Coordinator

• Contacting clients for missing information required to complete their tax/accounting work.
• Obtaining and organizing incoming client information, assessing for completeness and utilizing appropriate software systems to accurately maintain information.
• Coordinating deliverables to client.
• Working with client investment advisors to ensure required information is obtained for client work.
• Assisting in the coordination of outsourced tax returns.
• Maintaining client contact information and instructions.
• Scheduling and email correspondence on behalf of professionals.
• Coordinating incoming prospects through a sales pipeline.
• Assisting with facilitate new client onboarding.
• Maintaining a high-quality client journey.
• Coordinating intradepartmental communication.
• Coordinating meetings internally and externally.
• Billing clients.

Client Excellence Coordinator