Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With several offices across the U.S., UK, and India, there is a spot for you!
We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people.
At Frazier & Deeter, we’re committed to training, mentoring, and developing our staff members. With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life.
Job Summary:
As a Client Service Coordinator, you will partner with a team of seasoned professionals to play a vital role in delivering a seamless, high‑quality experience for our clients. This position is central to supporting client relationships and ensuring exceptional service at every touchpoint.
Duties & Responsibilities:
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Develop relationships with clients through professional and effective communications.
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Work with clients to obtain all required documents for the services we provide them.
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Maintain client contact information and internal databases related to client projects and tracking.
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Help prepare client invoices and ensure timely delivery to clients, following up on payments as necessary.
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Ensure client projects are being completed and coordinate timing with internal team as well as the client.
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Provide professional support to the client management team including check-ins on project status, calendaring appointments, data entry, and client onboarding.
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Preparing engagement letters and following up on signature.
Education & Experience:
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Bachelor’s degree preferred
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Experience in Tax, Financial Services, or other Professional Services required
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Excellent written and verbal communication skills.
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Customer service oriented.
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Experience managing time sensitive information and the ability to meet strict deadlines.
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Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm.