client services coordinator

sahaudit/Samer Hasan & Partners CPAs

Samer Hasan &amp; Partners CPAs is seeking a Client Services Coordinator to provide administrative and operational support to the audit, tax, and advisory teams. This role is responsible for managing client communications, coordinating engagement documentation, and supporting the workflow of client projects. The position reports to the Operations Manager or Partner.Key Responsibilities:<ul><li>Serve as a point of contact for clients regarding engagement letters, document requests, and general inquiries.</li><li>Prepare, review, and distribute client correspondence, including engagement letters, invoices, and reports.</li><li>Coordinate the collection and organization of client documents required for audit, tax, and advisory engagements.</li><li>Maintain and update client records and engagement files in the firm's document management and practice management systems.</li><li>Assist in onboarding new clients by gathering required information and setting up client profiles in internal systems.</li><li>Monitor engagement deadlines and follow up with clients and internal teams to ensure timely completion of deliverables.</li><li>Support partners and engagement teams with scheduling meetings, appointments, and client communications.</li><li>Assist with billing processes, including preparing invoices and following up on outstanding payments as directed.</li><li>Maintain confidentiality of all client and firm information in accordance with professional standards and firm policies.</li></ul>Requirements:<ul><li>Associate or Bachelor's degree in Business Administration, Accounting, Finance, or a related field.</li><li>Minimum of 2 years of experience in an administrative or client support role, preferably within a public accounting firm, professional services, or financial services environment.</li><li>Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and experience with document management or practice management software.</li><li>Strong organizational skills with attention to detail and ability to manage multiple priorities.</li><li>Excellent written and verbal communication skills in English; proficiency in Arabic is required.</li><li>Professional demeanor with a client-focused, problem-solving approach.</li><li>Ability to work independently and collaboratively within a team environment.</li><li>Familiarity with audit, tax, or accounting terminology is an advantage.</li></ul>Job Type: Full-time

Client Services Coordinator

Catalyst Law, LLC

<div>Catalyst Law is a woman-owned boutique law firm specializing in trusts and estates, non-profit &amp; business law, and taxation. As a certified B-corporation, we are as committed to our team as we are to clients. We are looking for a driven, people-first professional to grow with us as the Client Relations Coordinator. 
This is not a sit-and-answer-phones role. The Client Relations Coordinator is the heartbeat of the client experience and the operational backbone of our primary office in King City, Oregon. You will be the first voice clients hear, the first face they see, and the person who ensures everything behind the scenes runs like clockwork. From managing our new client pipeline and maintaining our CRM to keeping the office stocked, organized, and running efficiently, this role is built for someone who takes ownership and thrives when no two days look the same. 
If you love making human connections, closing a deal, and making sure every person who reaches out to Catalyst Law leaves the interaction better off, this role was made for you. You bring sharp communication skills, a natural ability to read the room, and an obsession with getting the details right. In return, you will find a firm that invests in your growth, values your contributions, and gives you the space to make this role your own. 
This position is based in our primary office in the heart of King City, Oregon, with occasional visits to our urban office in Portland's Pearl District.
Compensation:
$20 - $28 hourly
Responsibilities:
Client Intake &amp; New Client Pipeline<ul><li>
Respond to all potential new client inquiries (phone, email, web form) within 24 business hours; pre-screen for service eligibility and refer non-qualifying inquiries to appropriate resources</li><li>
Schedule and confirm initial consultations; manage production team calendars and appointment reminders</li><li>
Complete conflict checks, document all contacts, and maintain accurate prospect records in the CRM</li><li>
Coordinate full client onboarding, including preparing and collecting signed engagement letters and sending initial retainer invoices</li></ul>
Existing Client Stewardship<ul><li>
Serve as the day-to-day point of contact for current clients, directing matter-related questions to the appropriate paralegal or attorney</li><li>
Maintain and update client files across CRM and case management systems</li><li>
Track payment records and coordinate with legal and finance teams</li><li>
Prepare and send disengagement letters at matter close; conduct follow-up outreach for quality control surveys and testimonials</li><li>
Act as a notary public for client signing conferences as needed</li><li>
Recognize and celebrate clients and referral sources with cards, gifts, and personal outreach</li></ul>
Office &amp; Administrative Management<ul><li>
Oversee all incoming and outgoing mail at the King City office, including date stamping, scanning, logging, and routing to the appropriate team members</li><li>
Order and maintain office supplies for both the King City and Pearl District offices</li><li>
Keep both office environments clean, organized, and operationally ready</li><li>
Provide general administrative support to the team, including data entry, copying, scanning, and project assistance as needed</li><li>
Maintain consistent CRM data integrity, reporting, and system integrations</li></ul>
Qualifications:
The ideal candidate is a self-starter who takes initiative, communicates with confidence, and brings both people skills and operational instincts to the role. We are looking for someone who checks these boxes:<ul><li>
Customer service experience &mdash; A minimum of 2 years in a client-facing or customer service role is required. Experience in a legal or other professional services environment is strongly preferred.</li><li>
Strong written communication &mdash; You write clearly, concisely, and professionally, whether crafting a client email or logging a CRM note.</li><li>
Tech-savvy and self-sufficient &mdash; You are comfortable learning new tools quickly, troubleshooting minor issues independently, and staying ahead of software updates without being asked. Our firm runs primarily on Apple products, and experience with any of the following is a plus: Lawmatics CRM, Clio Manage, Microsoft Office (Word/Excel), Adobe Acrobat Pro, Notion, 1Password, Google Workspace (Gmail, Drive, Docs, Sheets, Chat), and DialPad or similar VOIP software.</li><li>
Proactive by nature &mdash; You do not wait to be told what needs to improve. You spot inefficiencies, bring solutions, and take ownership of your role, and the client experience it shapes.</li><li>
Adaptable communicator &mdash; You read the room. Whether you are speaking with a grieving client, a busy attorney, or a first-time caller, you adjust your tone and approach to meet people where they are.</li><li>
Decisive and independent &mdash; You handle client, vendor, and third-party requests with confidence and minimal escalation, knowing when to act and when to loop in the team.</li></ul>
About Company 
Catalyst Law, LLC is a women-owned boutique law firm based in King City, Oregon, specializing in trusts and estates, non-profit and business law, and taxation. As a certified B-Corporation, we hold ourselves to the highest standards of social and environmental responsibility &mdash; not just in the work we do, but in how we show up for clients, our community, and our team. We are a small firm with big values, built on the belief that great legal work and a great workplace are not mutually exclusive. If you are looking for a place where your contributions matter, your growth is supported, and the work is meaningful, we would love to meet you.</div>

DataAnnotation

<div>
 We are looking for a Client Services Coordinator to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model.
 
 
 In this role you will need to hold an expert level of expertise in writing, editing, and language use. Other related fields include, but are not limited to: applied skills in research and fact-checking.
 
 
 
 Benefits:
 
 
 
 <ul>
 <li>
 This is a full-time or part-time REMOTE position
 </li>
 <li>
 You&rsquo;ll be able to choose which projects you want to work on
 </li>
 <li>
 You can work on your own schedule
 </li>
 <li>
 Projects are paid hourly starting at $20+ USD per hour, with bonuses on high-quality and high-volume work
 
 
 </li>
 </ul>
 
 Responsibilities:
 
 
 
 <ul>
 <li>
 Give AI chatbots complex tasks and evaluate their outputs
 </li>
 <li>
 Evaluate the quality produced by AI models for correctness and performance
 
 
 </li>
 </ul>
 
 Qualifications:
 
 
 
 <ul>
 <li>
 Fluency in English (native or bilingual level)
 </li>
 <li>
 Detail-oriented
 </li>
 <li>
 Excellent command of grammar, style, and brand voice
 </li>
 <li>
 A current, in progress, or completed Bachelor&rsquo;s degree is preferred but not required
 
 
 </li>
 </ul>
 
 Notes:
 
 
 
 Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. Only applicants in the United States will be considered for this role. This is an independent contract position.
 
 
 #generalist
 
 
 
 
 Benefits:
 
 
 
 
 <ul>
 <li>
 This is a full-time or part-time REMOTE position
 </li>
 <li>
 You&rsquo;ll be able to choose which projects you want to work on
 </li>
 <li>
 You can work on your own schedule
 </li>
 <li>
 Projects are paid hourly starting at $30+ USD per hour, with bonuses on high-quality and high-volume work
 
 
 </li>
 </ul>
 
 
 Responsibilities:
 
 
 
 
 <ul>
 <li>
 Give AI chatbots writing and editing tasks and evaluate their outputs
 </li>
 <li>
 Evaluate the quality produced by AI models for correctness and performance
 
 
 </li>
 </ul>
 
 
 Qualifications:
 
 
 
 
 <ul>
 <li>
 Fluency in English
 </li>
 <li>
 Detail-oriented
 </li>
 <li>
 Excellent command of grammar, style, and brand voice
 </li>
 <li>
 A current, in progress, or completed Bachelor's degree is preferred but not required
 
 
 </li>
 </ul>
 
 
 Notes:
 
 
 
 
 Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.
 
 
 #generalist
</div>

Strum

<div>
 
 This role is remote, but candidates must be located in Washington or Oregon
 
 
 
 
 
 
 Company Description
 
 
 
 Strum is a leader in brand creation, digital marketing, and data-driven strategy, with a strong focus on the financial industry. Clients around the globe come to us for our strategic insight, creativity, and expertise in brand identity, storytelling, data insights, and digital advertising.
 
 
 
 
 
 
 Role Description
 
 
 
 As an Account Coordinator at Strum Agency, you&rsquo;ll be an essential part of our Client Services team, working alongside Account Managers to support and execute a variety of branding, marketing, and digital projects for our clients. You&rsquo;re adaptable, eager to learn, and skilled at multitasking, with a strong focus on proactive communication and organization.
 
 
 
 
 
 
 Key Responsibilities:
 
 
 <ul>
 <li>
 Support Client Services team members on branding initiatives, corporate naming, marketing campaigns, media management, reporting, and digital marketing efforts including conducting necessary research, building client presentations, and ensuring accuracy.
 </li>
 <li>
 Assist in developing creative and project briefs, developing surveys and reporting, and client billing summaries.
 </li>
 <li>
 Coordinate multiple projects simultaneously, manage schedules, and prioritize tasks to meet strict deadlines.
 </li>
 <li>
 Communicate effectively, presenting information clearly to clients, partners/vendors, and internal teams.
 </li>
 <li>
 Maintain a strong fiscal awareness, with comfort working with numbers and keen attention to detail and proofreading accuracy.
 </li>
 </ul>
 
 
 
 
 
 Skills and Qualifications:
 
 
 <ul>
 <li>
 Experience coordinating both traditional and digital marketing campaigns.
 </li>
 <li>
 Exceptional organizational skills, with the ability to prioritize and handle multiple tasks effectively.
 </li>
 <li>
 Resourceful, curious, and collaborative, with a positive and proactive attitude.
 </li>
 <li>
 Strong team player with excellent time management skills.
 </li>
 <li>
 Bachelor&rsquo;s degree in Marketing, Communications, or a related field.
 </li>
 <li>
 At least 1 year of professional marketing or advertising experience preferred; agency experience is a plus.
 </li>
 </ul>
 
 
 
 
 
 Perks and Benefits:
 
 
 <ul>
 <li>
 Flexible PTO
 </li>
 <li>
 100% remote position with occasional agency and client travel
 </li>
 <li>
 Comprehensive benefits package, including medical, dental, vision, disability, and life insurances and a competitive 401k match
 </li>
 <li>
 Salary range: $48,000-$70,000 depending on experience, qualifications, and location
 </li>
 </ul>
</div>

Account Coordinator

<div>Client Order Coordinator
On-Site
Wilmington, DE
Mon-Fri 9am-6pm
We&rsquo;re hiring a Client Order Coordinator for our Business License department. You&rsquo;ll work directly with Client Service Representatives and vendors across the country. Particular services of this team includes researching and processing legal documents and conducting online research. Our Client Order Coordinators are empowered to solve customer inquiries and problems quickly and professionally. We provide the training, mentorship, and opportunities for growth. You bring the drive, energy, and commitment to provide world-class service. CSC is a place where you&rsquo;re encouraged and expected to be your best.
We&rsquo;re a company of helpful people teaming up to make a difference in global business and our local communities. Passionate about service quality, giving back to the community, and devoted to continuous improvement, CSC is the business behind business&reg;
Some of the things you&rsquo;ll be doing:
<ul><li>Reviewing and processing legal documents
</li><li>Completing data entry of customer information
</li><li>Fulfilling customer orders with various jurisdictions
</li><li>Sending accurate results to customers in a timely manner
</li><li>Problem solving issues related to customers and documentation
</li><li>Provide excellent customer service to internal and external customers
</li><li>Electronic filing and retrieval of documents
</li></ul>What technical skills, experience, and qualifications do you need?
<ul><li>Ability to work in a fast-paced environment
</li><li>Attention to detail
</li><li>Strong comprehension and critical thinking skills
</li><li>Superb organizational and time management skills
</li><li>Ability to navigate quickly across multiple systems
</li><li>Strong Computer skills
</li><li>Effective written and verbal communication skills
</li></ul>Preferred Qualifications:
<ul><li>Transactional or administrative experience (reviewing and evaluating documents)
</li><li>Business to Business Customer Service Experience
</li><li>Legal Compliance experience
</li><li>Proficiency with Microsoft Office
</li></ul>#LI-SL1
#CSC
#CSCCareers</div>

Client Order Coordinator- Business License

Kairos Digital

Account CoordinatorFull-Time | Hybrid (Jacksonville, FL) Reports to: Account ManagerSalary: $45-55k/year based on experience levelHealth, Vision, and Dental benefits available after 90 days of employmentCollaborates with: Account Coordinators, Content Manager, Technical Web Manager, PPC Specialist, SEO Manager, SEO SpecialistOversees: Data Entry Specialist, InternRole Description:Kairos Digital is a fast-growing digital marketing agency helping businesses scale through strategic marketing, content, and web solutions. The Account Coordinator is responsible for the execution of the scope of work for retainer clients. They work closely with account managers, vendors, contractors, and the internal team to ensure successful completion of projects.Detail-oriented and focused on accomplishing tasks, the Account Coordinator thrives in an environment of lists, deadlines, and delivering results. While primarily execution-focused, they communicate effectively with the Account Manager and other vendors to ensure seamless project delivery.Primary Responsibilities:<ul><li>Scope Execution: Execute the scope of work for retainer clients (including SEO &amp; Digital Ads work), ensuring that all tasks are completed on time and to the highest quality standards.</li><li>Vendor and Contractor Coordination: Work alongside vendors and contractors to manage the execution of tasks, ensuring alignment with project goals and client expectations.</li><li>Monthly Client Data Reports: Oversee gathering and organizing comprehensive performance reports for our managed websites, digital ads and SEO every month.</li><li>Time Management: Manage their own time effectively to meet project deadlines and prioritize tasks efficiently.</li><li>Communication: Maintain clear and regular communication with the Account Manager, vendors, and contractors to ensure smooth project execution and address any issues promptly.</li><li>Client Interaction: Occasionally interact with clients to provide updates or gather information, primarily supporting the Account Manager in maintaining client relationships.</li><li>Detail Orientation: Focus on the specifics of each task, ensuring accuracy and thoroughness in all aspects of work execution.</li><li>Accountability: Take responsibility for the completion and quality of assigned tasks, consistently meeting or exceeding expectations.</li></ul>Key Performance Indicators (KPIs):<ul><li>Task Completion: Are all assigned tasks being completed on time and to the required standard?</li><li>Time Management: Am I effectively managing my time and prioritizing tasks?</li><li>Vendor Coordination: How effectively am I working with vendors and contractors to execute tasks?</li><li>Communication Effectiveness: Am I maintaining clear and effective communication with the Account Manager and other stakeholders?</li><li>Quality of Execution: Is the work being executed meeting the defined quality standards and client expectations?</li></ul>Ideal Candidate:The ideal Account Coordinator is a detail-oriented, accomplishment-driven individual who thrives in a task-focused environment. They are effective at managing their time and enjoy working through lists and deadlines to achieve results. They also have at least one year of experience in a similar role.Hard Skills:<ul><li>Project Management: Proficiency in managing and executing project tasks efficiently.</li><li>Vendor Coordination: Experience working with vendors and contractors to deliver project outcomes.</li><li>Time Management: Strong ability to prioritize tasks and manage time effectively.</li></ul>Soft Skills:<ul><li>Detail Orientation: Exceptional attention to detail and accuracy in task execution.</li><li>Communication: Effective verbal and written communication skills for interacting with team members, vendors, and occasionally clients.</li><li>Accountability: A strong sense of responsibility for completing tasks and meeting deadlines.</li><li>Collaboration: Ability to work well with others, including vendors, contractors, and internal teams, to achieve common goals.</li><li>Adaptability: Flexibility to adjust to changing project requirements and deadlines.</li></ul>Tools You Should Know<ul><li>ClickUp (or similar PM tool)</li><li>Google Drive + Docs</li><li>Slack</li><li>WordPress</li><li>Meta Business Suite and/or Google Ads Manager</li></ul>Pay: $45,000.00 - $55,000.00 per yearBenefits:<ul><li>Dental insurance</li><li>Flexible schedule</li><li>Health insurance</li><li>Paid time off</li><li>Parental leave</li><li>Vision insurance</li></ul>Work Location: Hybrid remote in Jacksonville, FL 32202

Textbroker

<div>Agency Marketing Coordinator

This position requires 3 days per week in our Las Vegas office. Please only apply if you live in, or are actively planning to relocate to, Las Vegas, NV. 

Textbroker is a digital marketing agency looking for a Agency Marketing Coordinator to own the day-to-day execution and client communication for a portfolio of marketing accounts. This is not a sales role &mdash; you won't be closing deals or doing cold outreach. Growth is part of this role, but it comes from delivering results and building trust, not from hitting a sales quota. 

If you're someone who's organized, enjoys building relationships, and gets satisfaction from seeing a project through from kickoff to delivery, this role was built for you. 

What You'll Do
<ul>
<li>Serve as the primary point of contact for your assigned clients across services like SEO content, Reddit brand marketing, and digital campaigns</li>
<li>Run monthly check-in calls to review budgets, KPIs, and results, and translate those into clear next steps</li>
<li>Coordinate internally to make sure deadlines are met and deliverables match what was promised</li>
<li>Keep clean records of decisions, action items, and approvals so nothing falls through the cracks</li>
<li>As your clients see results, recognize when additional services could extend that success &mdash; and surface those conversations as part of serving them well</li>
<li>Monitor campaign performance and share data-driven insights with clients and your internal team</li>
<li>De-escalate issues when they arise by focusing on solutions, not just apologies</li>
<li>Stay current on AI and content marketing trends so you can speak credibly with clients about what's changing in the space</li></ul> 


What We're Looking For
<ul>
<li>At least 1 year of experience in an account management, client services, or customer-facing coordination role</li>
<li>Comfort working across multiple clients or projects simultaneously without sacrificing quality</li>
<li>Strong written and verbal communication skills; you'll be writing client-facing summaries and running calls independently</li>
<li>Familiarity with digital marketing concepts (SEO, content strategy, social platforms)</li>
<li>Experience with Reddit marketing or SEO work is a significant advantage</li>
<li>Proficiency with MS Office and Google Workspace</li>
<li>High school diploma required; college education preferred</li> 
</ul>
Who We Are

Textbroker International has been in the content industry for over 20 years, serving more than 80,000 customers worldwide. As AI reshapes content marketing, we've evolved our services to help clients navigate both automation and the growing demand for expert, human-driven content, including a growing Reddit brand marketing practice. 
We offer a casual work environment, flexible scheduling (work from home Mondays and Fridays), paid vacation, 8 paid holidays, health benefits, and more. 

Textbroker is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.</div>

Agency Marketing Coordinator

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