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Operations & Client Service Coordinator jobs in United States
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RubinBrown LLP · 11 hours ago

Operations & Client Service Coordinator

RubinBrown LLP is one of the nation’s leading accounting and professional consulting firms, dedicated to building personal relationships and delivering total client satisfaction. The Operations & Client Service Coordinator will support workflow and project management within the Assurance and Tax departments, ensuring excellent client service and effective resource coordination.
AccountingConsulting
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Growth Opportunities

Responsibilities

Assist with the oversight and monitoring of the scheduling and resource coordinators in all the locations of the firm
Monitor workflow timelines and communicate with internal team to provide updates
Schedule, coordinate logistics, and assist creation of content for meetings with managers & partners on an as needed basis
Draft department communications for Service Unit Leaders - Assurance and Tax
Provide department project management oversight for Service Unit Leaders - Assurance and Tax
Assist with administrative tasks, including calendar management, document preparation, data entry, and digital file management
Coordinate and manage client engagement scheduling team, utilizing scheduling software and tools for staffing across our office locations
Collaborate with key stakeholders and team members to assist with managing resources and meeting client service expectations
Other duties, as assigned

Qualification

Client ServiceMicrosoft Office SuiteProject ManagementOrganizational SkillsTime ManagementInterpersonal SkillsWritten CommunicationVerbal Communication

Preferred

Bachelor's Degree
2+ years of experience in project management, client service, or administrative roles, preferably within a public accounting firm or professional services environment
2 years of advanced Microsoft Office skills
2 years of client service experience
Excellent written and verbal communication
Exceptional organizational and time management skills
Strong interpersonal and client communication skills
Proficiency in Microsoft Office Suite (Outlook, Excel, Word)
Ability to work independently and collaboratively in a team-oriented environment

Company

RubinBrown LLP

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RubinBrown provides unmatched service to closely held and publicly traded companies in specialized market sectors as well as non-profit and public sector organizations.

Funding

Current Stage
Late Stage

Leadership Team

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Jennifer Jones
Chief Financial Officer
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Aaron Pollard
Partner & Vice Chair, Transportation and Dealership Services Group
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