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Client Concierge

Client Concierge

ReaAny Rea Office Location, OH, US
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Rea is a growing Top 100 business advisory & 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

  • Collaborate with client in-charges to manage workflow and support project timelines.
  • Maintain and monitor due date lists to ensure deadlines are met.
  • Assist with onboarding new clients and updating client records.
  • Prepare and distribute client communications, reminders, and updates.

    • Internal Collaboration

  • Work closely with staff across departments to facilitate smooth client service delivery.
  • Support internal teams with administrative tasks related to client engagements.
  • Identify and escalate potential issues or delays to appropriate team members.

    • Requirements

  • High School diploma / GED required; Associates degree in business preferred.
  • Experience in an accounting, consulting or advisory firm is preferred
  • Basic understanding of tax accounting is preferred.

    • Knowledge, Skills and Abilities

  • Proven experience in a client-facing administrative role, preferably in professional services.
  • Strong organizational skills and attention to detail.
  • Excellent verbal and written communication skills.
  • Ability to manage multiple priorities and meet deadlines independently.
  • Proficiency in Microsoft Office Suite and client management systems.
  • High level of professionalism, discretion, and client service orientation.
  • Familiarity with workflow management tools or CRM systems.
  • A proactive mindset with a commitment to continuous improvement.

    • Benefits

    Rea offers a wide variety of benefits to help support our employees' health, wellness and financial goals.

  • Health Care Plan (Medical, Dental & Vision)
  • Retirement Plan (401k)
  • Life Insurance (Basic, Voluntary & AD&D)
  • Paid Time Off (Vacation, Sick & Public Holidays)
  • Family Leave (Maternity, Paternity)
  • Short Term & Long Term Disability
  • Training & Development
  • Wellness Resources
  • Four (4) weeks PTO
  • Twelve (12) paid holidays, of which three (3) are floating holidays
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    Concierge • Any Rea Office Location, OH, US

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