We are a privately owned Tax Advisory, Wealth Advisory, and Accounting firm seeking a Client Services Coordinator to join our team. The ideal candidate will be responsible for managing client relationships, providing exceptional service, and supporting the team administratively. If you have a passion for customer service and enjoy working in a fast-paced environment, we want to hear from you.

Duties:
- Build and maintain strong client relationships through regular communication and exceptional service delivery
- Process and track incoming data using various platforms for tax and bookkeeping projects
- Collect and follow up on outstanding A/R
- Maintain common areas for clients and staff

- Manage marketing campaigns
- Assist in planning client meetings and team events/trainings

Experience:
- Previous experience in customer service is preferred
- Previous experience in financial services, specifically tax and accounting, is a plus
- Strong communication skills with the ability to interact effectively with clients and staff
- Proficient in all Microsoft Office Suite and common office equipment
- Willingness to collaborate and contribute in a professional manner with the team
- Strong organizational skills with the ability to manage multiple priorities effectively

This position offers competitive compensation, employer 401k contributions, opportunities for professional growth, and a dynamic work environment. If you are looking to make an impact in client services and thrive in a collaborative setting, apply now!

Job Type: Full-time

Pay: $20.00 - $23.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Paid time off

Compensation package:

• Bonus opportunities

Schedule:

• Monday to Friday

Experience:

• Customer service: 1 year (Required)

Ability to Commute:

• Denver, CO 80237 (Required)

Ability to Relocate:

• Denver, CO 80237: Relocate before starting work (Required)

Work Location: In person