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First Neighbor Bank, N.A.

Client Coordinator

Career Insights for Account Representative (General)

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Based on Illinois data

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What they do

An Account Representative manages existing customer accounts to ensure sales retention and growth. Develops and maintains communication with clients, promotes sales and services, and works to resolve problems. Accounts may be for product sales, advertising or marketing services or financial services such as banking.

$45,552 / year median in Illinois

-5% projected decline

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Job Description

at First Neighbor Bank, N.A. in Arthur, Illinois, United States Job Description First Neighbor Bank is an employee-owned, community-oriented company that offers a fun, family-focused atmosphere, great company culture and an excellent benefits package! Position Summary The Client Coordinator serves as the primary point of contact for clients within the accounting office, ensuring a high level of service, organization, and communication throughout the client experience. This role supports accountants and tax professionals by managing client interactions, coordinating documentation, and facilitating efficient workflow. This position is ideal for someone who thrives in a fast-paced environment, enjoys working with people, and takes pride in organization and accuracy. Responsibilities Serve as the first point of contact for client inquiries via phone, email, and in-person interactions Provide professional and welcoming service to all clients Schedule and coordinate client appointments, consultations, and follow-ups Collect, organize, and review client documentation for completeness Maintain accurate and organized client files (digital and physical) Monitor deadlines and proactively follow up with clients for required information Support accounting staff with administrative tasks such as data entry, filing, scanning, and report preparation Assist with client billing, payments, and general account inquiries Track workflow to ensure timely completion of client engagements Maintain strict confidentiality of all client financial and personal information To view full details and how to apply, please login or create a Job Seeker account