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Posted: Monday, May 1, 2017 11:44 PM

Job Description:/h3:
We are seeking a Client Service Coordinator to join our team You will be responsible for helping clients by providing information and resolving issues.
Essential functions directly for the partners include, but are not limited to x200B;:
:Strategic assistant to partners
:Ability to manage and screen all incoming calls
:Welcome letters to new clients and assist with proposals
:Perform various tasks supporting partners and clients as directed
:Document and update customer records based on interactions
:Manage partners appointments and schedules, with an emphasis on tax season
:Creation, delivery, and scanning receipt of all engagement letters whether custom, or standard, for all entities and projects
:Direct communication with clients on missing information to complete projects, and status updates
:Assembly of tax returns and financial statements as needed to expedite delivery time
x200B;Administrative Essential Functions:
:Office First Face, greet our clients and make them feel welcome
:Ability to build rapport with clients
:Ability to prioritize and multitask
:Positive and professional demeanor
:Excellent written and verbal communication skills
:Takes ownership of the appearance of the lobby, kitchen area, and file room : including cleaning of coffee machine daily and once monthly breakdown
:Maintains supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies; verifying receipt of supplies
:Assists all staff by providing information, setting up meetings, ordering food, and other administrative duties as requestedCompany Description:/h3:
BEAUTIFUL SURROUNDINGS In May of 2013 we relocated to a beautiful brand:new office building in Agoura Hills, California, with 360 degree views of the mountains and the valley. If you live in the Conejo Valley you will enjoy spending less time driving and more time playing If you donA 128; t live in the Conejo, you might want to think about it We have great schools, beautiful parks, hiking and biking trails, amazing restaurants, and first class entertainment all right here


• Location: San Fernando Valley

• Post ID: 113839173 sanfernandovalley is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2017