What are the responsibilities and job description for the Client Coordinator position at Sullivan & Company, CPAs?
Company Description
Sullivan & Company, CPAs, established in 1980, specializes in providing tailored financial solutions for business owners, executives, and independent professionals. Our mission is to help clients achieve professional and financial success by addressing both immediate and long-term business challenges. We are committed to excellence through our dedicated team, offering career growth opportunities to ensure their full potential. What sets us apart is our specialized approach, making us a trusted partner for those we serve.
Role Description
The Client Coordinator is a full-time, on-site position based in Bethesda, MD. The role involves serving as the primary point of contact for clients, supporting day-to-day operations to ensure client satisfaction, addressing inquiries, scheduling, and maintaining organized client records. Additional responsibilities include enhancing customer experience by identifying opportunities for improvement and assisting with client service initiatives to foster and maintain positive client relationships.
Qualifications
- Strong skills in Customer Service and ensuring Customer Satisfaction
- Excellent Communication abilities, both verbal and written
- Proficiency in Organization Skills to manage client records and schedules effectively
- Experience in optimizing and delivering exceptional Customer Experience
- Ability to work collaboratively in an on-site, team-oriented environment
- Proficiency in using office management software is a plus
- Prior experience in a client-facing administrative or service role preferred
- High school diploma or equivalent is required; a related associate’s or bachelor’s degree is a plus