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Client Excellence Coordinator
Jacobson Lawrence & CompanyClient Excellence Coordinator ensuring high-level customer service and organization for clients. Handling client onboarding, communication, and operational support tasks.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client service and tax/accounting processes, with a strong focus on maintaining accurate client information and ensuring a high-quality client journey. Proficient in Microsoft Office and tax software, with excellent organizational and communication skills.
Highest-signal resume keywords
Client Service ExperienceTax Software ProficiencyMicrosoft Office ProficiencyAttention to DetailOrganizational Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Tax AccountingClient Information ManagementData AnalysisCRM ExperienceClient Onboarding
Soft Skills
Excellent Communication SkillsTime ManagementCustomer Service FocusCritical ThinkingDiscretion
Tools & Technologies
Microsoft OfficeTax SoftwareCRM Systems
Certifications & Qualifications
Associate Degree or Equivalent Work Experience
Industry Keywords
Client JourneyIntradepartmental CommunicationSales Pipeline CoordinationOutsourced Tax ReturnsConfidential Information Handling
About the role
Key responsibilities & impact- 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.
Requirements
What you’ll need- One or more years of client service, accounting, financial or law industry experience.
- Tax and accounting experience preferred.
- Minimum of an Associate degree or equivalent work experience.
- Extremely high attention to detail.
- Immediate proficiency with Microsoft Office.
- Tax software and CRM experience preferred.
- Demonstrate ability to learn and work with various software programs with relative ease.
- Excellent listening, written and verbal communication skills.
- Time management and organizational skills; ability to handle multiple responsibilities and changing priorities.
- Ability to analyze situations critically and objectively to produce the best possible outcome.
- Escalate operational and client issues as needed.
- Customer service focus and ability to multitask.
- Discretion when handling confidential information.
Benefits
Comp & perks- 🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Jacobson Lawrence & Company Website LinkedIn All Job Openings 51 - 200 employees Founded 1975 🤝 B2B 💸 Finance 🤝 Non-profit B2B
- Finance
- Non-profit Jacobson Lawrence & Company is a professional services firm providing tax, advisory, and consulting services to businesses, nonprofits, and high-net-worth individuals across multiple U. S. states. The firm offers tax planning and preparation, tax problem resolution (including FIRPTA), monthly bookkeeping, payroll, business formation, and industry-specific advisory through a family of specialty partner firms. With offices in California, Washington, Texas, and Virginia, they serve a range of sectors including construction, real estate, healthcare, manufacturing, retail, technology, and veterinary clients. Client Excellence Coordinator Job not on LinkedIn 🔥 48 minutes ago 🏢🏡 La Verne – Hybrid 💵 $20 - $34 / hour ⏰ Full Time 🟢 Junior ✨ Client Coordinator Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
- 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. 🎯 Requirements
- One or more years of client service, accounting, financial or law industry experience.
- Tax and accounting experience preferred.
- Minimum of an Associate degree or equivalent work experience.
- Extremely high attention to detail.
- Immediate proficiency with Microsoft Office.
- Tax software and CRM experience preferred.
- Demonstrate ability to learn and work with various software programs with relative ease.
- Excellent listening, written and verbal communication skills.
- Time management and organizational skills; ability to handle multiple responsibilities and changing priorities.
- Ability to analyze situations critically and objectively to produce the best possible outcome.
- Escalate operational and client issues as needed.
- Customer service focus and ability to multitask.
- Discretion when handling confidential information. Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Find jobs using your resume Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs