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