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Posted 8 hours agoClient Success & Administrative Coordinator
United StatesRemote
Responsibilities
- Manage inbound and outbound client communications.
- Identify client needs and determine appropriate services.
- Maintain detailed notes and records within the CRM.
- Update and maintain CRM records.
- Support administrative projects and operational improvements.
- Support client retention and relationship-building initiatives.
- Track and follow up on unpaid invoices. Required
Requirements
- experience in the accounting, bookkeeping, tax, or financial services industry and possess exceptional customer service skills.
- Answer basic accounting and tax-related questions.
- Provide basic client reports upon request.
- Qualifications Must-Have
- experience in an administrative, client services, virtual assistant, or customer success role.
- Experience working within an accounting, bookkeeping, tax, financial services, or related professional services environment.
- Basic understanding of: Tax preparation Accounting principles Bookkeeping concepts Small business financial operations Strong verbal and written communication skills.
- Technical Skills Microsoft Outlook Microsoft Teams Microsoft 365 Suite CRM systems QuickBooks (or willingness to learn quickly) Preferred Experience
- Experience with tax or accounting firm CRMs (TaxDome or similar platforms). Client onboarding experience. Lead qualification and discovery call experience.
- Experience supporting professional service firms.
- experience who genuinely enjoys helping people, can confidently discuss basic tax and accounting matters, and excels at building strong client relationships while supporting business operations.
- NO PROBLEM We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information.
Benefits
- $540 - $750 a month Industry: Accounting, Bookkeeping, Tax Preparation, Tax Strategy, and Tax Resolution Work Schedule: Eastern Standard Time (EST) Current Summer Hours: Monday–Thursday, 9:00 AM – 4:00 PM EST (approximately 28 hours/week) Potential to increase to full-time (40 hours/week) during tax season Why Join Assist World?
- 100% REMOTE $50 birthday bonus $200 testimonial bonus $500 entry monthly raffle NO TRACKER.
Additional details
- Position Overview Our client is seeking a highly organized, client-focused, and empathetic Client Success and Administrative Coordinator to serve as the primary point of contact for prospective and existing clients.
- This role combines client communications, discovery call management, administrative support, and light sales
- responsibilities within a growing accounting and tax firm. The ideal candidate will have prior
- They must be comfortable handling client inquiries, conducting discovery calls, managing communications across multiple channels, and supporting internal administrative initiatives. Key
- Responsibilities Client Communications and Relationship Management Serve as the first point of contact for clients via phone, email, CRM, and client portals.
- Respond to client inquiries professionally and promptly.
- Provide excellent customer service while demonstrating empathy, patience, and professionalism.
- Follow up with clients regarding outstanding requests, documentation, and open invoices.
- Discovery Calls and Lead Qualification Conduct discovery calls with prospective clients.
- Qualify leads and schedule strategy sessions when appropriate.