What are the responsibilities and job description for the Client Service Coordinator position at Frazier & Deeter?
Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With several offices across the U.S., UK, and India, there is a spot for you!
We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people.
At Frazier & Deeter, we’re committed to training, mentoring, and developing our staff members. With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life.
Job Summary:
As a Client Service Coordinator, you will partner with a team of seasoned professionals to play a vital role in delivering a seamless, high‑quality experience for our clients. This position is central to supporting client relationships and ensuring exceptional service at every touchpoint.
Duties & Responsibilities:
- Develop relationships with clients through professional and effective communications.
- Work with clients to obtain all required documents for the services we provide them.
- Maintain client contact information and internal databases related to client projects and tracking.
- Help prepare client invoices and ensure timely delivery to clients, following up on payments as necessary.
- Ensure client projects are being completed and coordinate timing with internal team as well as the client.
- Provide professional support to the client management team including check-ins on project status, calendaring appointments, data entry, and client onboarding.
- Preparing engagement letters and following up on signature.
Education & Experience:
- Bachelor's degree preferred
- Experience in Tax, Financial Services, or other Professional Services preferred
- Excellent written and verbal communication skills.
- Customer service oriented.
- Experience managing time sensitive information and the ability to meet strict deadlines.
- Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm.
- Proficient with Microsoft Office Suite.
Salary Range
Salary Range: $68,000 USD - $72,000 USD
Salary : $68,000