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Client Account Coordinator (Part-Time) Job Description

Direct Point Accountant Firm
Weston, Florida, United States
Remote
Part-time

Job Description

We are seeking a highly organized and detail-oriented Client Account Coordinator to join our team on a (20-hour) part-time basis.

The ideal candidate will be responsible for providing exceptional customer service and administrative support to our clients.

Responsibilities :

  • Client Relationship Management :
  • Build and maintain strong relationships with clients.
  • Respond promptly to client inquiries and requests.
  • Provide timely and accurate information to clients.
  • Resolve client issues and concerns in a professional and timely manner.
  • Administrative Support :
  • Coordinate client meetings and appointments.
  • Prepare and distribute meeting materials.
  • Maintain accurate client records.
  • Assist with contract management and invoicing.
  • Project Management :
  • Track project progress and deadlines.
  • Provide support to project teams as needed.
  • Data Entry and Reporting :
  • Enter client data into our CRM system.
  • Generate reports and analyze data as needed.

Qualifications

  • Excellent customer service skills.
  • Strong organizational and time management skills.
  • Attention to detail and accuracy.
  • Excellent written and verbal communication skills.
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
  • Experience in a client-facing role preferred.

Additional Information

Benefits :

  • Flexible work schedule.
  • Competitive compensation.
  • Opportunity to work on a variety of audit engagements.
  • 2 days ago
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