Career Opportunitites

Client Excellence Coordinator

Position Objective – A successful client excellence coordinator will create an exceptional experience both for the professional team and the clients while focusing on efficient and effective internal workflow. The client excellence coordinator is the ultimate conductor to keeping workflow operations organized, efficient, and smooth. Day to day, you will provide support and administrative assistance to the professional team, which might include making & returning phone calls, organizing workflow schedules, making appointments, managing office supplies, and whatever else it takes to help your team be more productive. As such, it is important to be personable, professional, and helpful when working in this position.  You will carry out this role with a goal of complete satisfaction. The ultimate objective is to keep people, projects and processes operating at peak efficiency.

General Responsibilities:

  • Build expert knowledge of company products and services.
  • Research information to satisfy client inquiries promptly.
  • Build rapport with clients through inviting, friendly, and professional engagement, nurturing lasting relationships.
  • Respond quickly, professionally, and accurately to all client inquiries and requests.
  • Provide support to the team to achieve company goals and objectives.
  • Maintain and refine internal processes for maximum efficiency and productivity.
  • Plan and orchestrate work to ensure workflow priorities, organizational goals, and best practices are upheld.
  • Manage calendars and schedule client appointments.
  • Maintain accurate organization of files (primarily digital), monitor project statuses, and effectively manage clients’ expectations, ensuring a well-structured and efficient workflow.
  • Maintain professionalism and strict confidentiality with all materials.

Desired Skills & Qualifications:

  • 2+ years of administrative support experience, preferably within accounting, financial services, legal, or a comparable industry.
  • Customer service experience is ideal.
  • Exceptional professionalism, conduct, and demeanor.
  • Strong service inclination and orientation with a passion for fostering friendly relationships.
  • Active listening skills with the ability to ask questions when uncertainties arise.
  • Excellent multitasking, prioritization, and time management skills.
  • Willingness to learn and receive constructive feedback.
  • Demonstrated self-reliance, resourcefulness, and reliability.
  • Passion for quality, attention to detail, and a highly ethical, results-oriented individual.
  • Ability to adapt to changing priorities.
  • Strong written and verbal communication skills.
  • Ability to maintain strict confidentiality and discretion.
  • Excellent telephone, computer, and typing skills; skilled in Microsoft Outlook.

Working Hours: This is a full-time, year-round position with traditional business hours (M-F 8:30 am to 5 pm), with occasional additional hours and a few half-day Saturdays leading up to deadlines (mid-February through mid-April).

Location: Hybrid work environment. Wednesday & Friday are remote workdays (to commence after period of training). Team member to support both offices: Plymouth & Yarmouth. In-office days and specific office locations will be determined based on the preferences and needs of the right candidate.

Compensation: Competitive pay and benefit package offered, including paid time off, 10+ paid holidays per year, Summer Fridays off, health insurance, life insurance, disability insurance, and a retirement plan with a company match.

The firm is an equal opportunity employer.

Check this page from time to time for specific employment opportunities for Certified Public Accountants, small business accountants and administrative staff, further in addition to the current openings the Firm is always looking for talented individuals, all resumes are welcomed.

To apply please use our “Apply Now” feature or send resume and brief cover letter to