Find & Apply For Customer Service Manager Jobs in Broomall, Pennsylvania

Client Success Coordinator 1974 Sproul Road, Broomall, PA 19008 $25

•$28 an hour

•Full-time Apply with

Indeed Client Excellence Coordinator Reports To:

Office Manager Wage:

$25

•$28 per hour

Employment Status:

Full-time Date:

11/3/2026 WORK WITH US We're building the best accounting business in Southeast Pennsylvania servicing small and mid-sized businesses. That's our objective and you'll be part of that. Surace and Stanton is in search of a Client Success Coordinator to join our team and help us continue our tradition of unparalleled client and employee satisfaction. We provide clarity to business owners and our entire team play an integral role in bringing financial reports and tax returns to life through insightful financial analysis and management meetings. We're a functional team of high performing people who empathize with business owners and foster a welcoming environment based on mutual respect. As an ideal candidate, you have a track record of providing organizational and administrative support in a fast-paced client service environment. You have previously managed client databases and provided exceptional client service. You're a motivated professional who thrives on creating a climate of inclusion, trust, and productivity. Ultimately, you are responsible for continuing the success of our daily business practices — and ushering in a new era of growth at Surace and Stanton.

POSITION OBJECTIVE

As the Client Excellence Coordinator, you will act as the primary gatekeeper for the clients of the firm. We are looking for someone who is interested in interacting with our clients directly and has a passion for client service! In this role you will aid the accounting team in managing client relationships by fulfilling or facilitating client requests. You will also serve as an organizational hub for the firm by managing our databases and document files.

POSITION SPECIFICATION

Qualifications:

Bachelor's degree in business administration, marketing, communications, or related field is required. Experience in an administrative/office management role, experience in a client/customer-facing role, and experience with computer systems, database management and digital filing are preferred.

Location:

On-site in the Broomall, PA office

Knowledge, Skills & Experience:

Excellent written and verbal communication skills, Excellent organizational and time management skills and attention to detail, Strong problem resolution skills and an aptitude for continuous improvement, Proficient in Microsoft Office Suite and Excel. Willingness to learn and operate in a dynamic, changing environment.

DUTIES AND RESPONSIBILITIES

Client Communication:

Act as a primary contact for client requests. This includes gathering tax documents from clients at the start of tax season through providing the client with the final tax return. This will include calling and emailing the client request, scanning the information received, and facilitating the delivery of the tax return. You will also generate the invoice for each work item as directed. If the client has an accounting question, you will direct that to the appropriate team member.

Database Management:

Serve as a primary person responsible for maintaining our workflow database which includes the listing of all work items and client contact details.

General and Administrative Support:

Answer the phone and direct the caller as needed. Verify scanned information using the firm's software. Provide other miscellaneous office support such as coordinating the mail, ordering supplies, and calling on open invoices.

Pay:

$25.00

•$28.00 per hour Expected hours: 37.5 per week

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance

Work Location:

In person