Client Services Coordinator

The Romine Group is seeking a dedicated and detail-oriented Client Excellence Coordinator to join our team. The ideal candidate will play a vital role in supporting our senior level management, assist with client management, and assist on various data entry client work.

Key Responsibilities Include:

Client Communication:

Reach out to clients via phone to gather necessary information, schedule appointments, and provide timely updates.

New Client Intake:

Overseeing new client intake, ensuring all information is collected accurately and timely.

Tax Return Processing:

Assist with processing tax returns and maintaining accurate client files.

Calendar & Workflow Management:

Help manage the daily, weekly, and monthly calendar and workflow to ensure deadlines are met and work is scheduled.

Data Entry & Client Work:

Perform data entry tasks and assist with client work to help enter general information on various projects.

Project Support:

Provide administrative support to upper management on various projects.

Phone Management:

Answer and direct phone calls, handling inquiries professionally and efficiently.

Qualifications and Skills:

High School Diploma or equivalent is required. Associated degree in accounting, business administration or related field is a plus but not required. Strong problem-solving skills and the ability to think on your feet. Excellent verbal and written communication skills, with the ability to handle constructive feedback. Highly organized with an acute attention to detail. Ability to juggle multiple issues and priorities simultaneously. Prior experience in an administrative role is required. Some accounting experience is preferred. Experience with QuickBooks Online and/or Desktop is a plus. Proficient in Microsoft Office Suite and other related software. Advanced level of computer literacy with the ability to quickly learn new tools and software. Ability to work well with limited direction and take initiative. Must maintain reliable and regular attendance. Strong time management and organizational skills. Ability to handle confidential information with discretion. A team player who is willing to assist in various capacities as needed.

Job Type:

Full-time Pay:

$20.00 - $25.00 per hour

Benefits:

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

Compensation Package:

Bonus opportunities Ability to

Relocate:

Columbia City, IN 46725: Relocate before starting work (Required)

Work Location:

In person