Client Concierge

Client Concierge

Rea is a growing top 100 business advisory and accounting firm providing our clients services in tax, accounting, and business consulting. We have a 'People First' culture and we focus on our employees' well-being and professional development. With over 400 professionals and locations throughout Ohio, our firm has a culture that respects a work-life balance for our team. We also provide competitive compensation and a robust benefits plan.

The Client Concierge role serves as a key liaison between our firm and our clients, ensuring a seamless experience through proactive communication, deadline management, and exceptional service. The Client Concierge will work closely with client in-charges and internal teams to support the delivery of accounting, advisory, and consulting services.

Responsibilities

Client Interaction & Support

• Serve as a primary point of contact for clients, ensuring timely and professional communication
• Schedule and coordinate client appointments, meetings, and follow-ups
• Request and track missing documentation or information from clients
• Respond to client inquiries with accuracy, professionalism, and urgency

Administrative Coordination

Internal Collaboration