What are the responsibilities and job description for the Client Success Coordinator/Administrative Assistant position at Ennis, Pellum & Assoc, CPAs?
About the Role:
The Client Success Coordinator serves as the primary point of contact for all non-technical client needs, ensuring a seamless and exceptional client experience throughout the year. This role acts as the client's advocate within the firm, coordinating communication, managing administrative requests, facilitating onboarding, tracking deliverables, and connecting clients with the appropriate accounting professionals for technical tax, audit, accounting, and advisory matters.
The ideal candidate is a highly organized, and service-oriented individual who works well in a fast pace professional setting, and takes pride in being responsive, and detail-oriented. This is a full-time, on-site position that plays a critical role in shaping both the client experience and the internal efficiency of our firm.
Prospect Inquires
- Serve as the first point of contact for prospective clients.
- Respond to inquiries and coordinate the prospect onboarding process.
- Schedule discovery meetings and support the proposal process.
- Assist with the creation of proposals for all service lines.
Client Onboarding
- Coordinate new client onboarding and setup.
- Collect required documents and engagement materials.
- Guide clients through firm processes and technology.
- Maintain accurate client records across all systems.
Workflow Coordination
- Track client deadlines, deliverables, and outstanding items.
- Follow up on missing information and action items.
- Help keep projects moving forward and on schedule.
- Coordinate workflow between clients and team members.
Communication & Administration
- Schedule meetings and manage client communications.
- Assist with document requests and other administrative needs.
- Document client interactions and maintain records.
- Ensure clients stay informed throughout engagements.
- Support administrative projects and team needs as they arise
What We’re Looking For (Beyond Skills):
- Willingness to Learn: You’re open to feedback and apply what you learn over time
- Reliability: You take ownership of your responsibilities and follow through
- Attention to Detail: You care about accuracy and producing quality work
- Professionalism: You represent the firm well in all interactions
- Engagement: You bring focus and a positive presence to your role each day
- Initiative: You look for ways to be helpful and keep things moving forward
- Team-Oriented Mindset: You value collaboration and enjoy supporting those around you
Technology
- Strong comfort with technology required
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
Our Culture
At Ennis, Pellum & Associates, our work is guided by a clear set of values and behaviors that define how we serve our clients and support one another. These include:
- Taking pride in our work and delivering results
- Being responsive, proactive, and accountable
- Communicating clearly and respectfully
- Building strong relationships with clients and teammates
- Continuously improving and learning from feedback
We are a collaborative team that cares deeply about doing great work—and about supporting each other along the way. While this description outlines the primary responsibilities of the role, it is not an exhaustive list of duties. Team members are expected to be flexible, take ownership, and contribute wherever needed to support our clients, coworkers, and the success of the firm.