Top 2 Client success coordinator/administrative assistant Jobs in Saint Augustine, Fl

Client Success Coordinator/Administrative Assistant
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- Overtime
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
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- Real Estate License
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Client Success Coordinator/Administrative Assistant

Ennis, Pellum & Assoc, CPAs
Jacksonville, FL

Quick Apply

Job Details

Full-time

Qualifications

Customer communication
Microsoft Excel
Microsoft Outlook
Customer inquiry handling
Technical Proficiency

Full Job Description

About the Role:

The Client Success Coordinator serves as the primary point of contact for all non-technical client needs, ensuring a seamless and exceptional client experience throughout the year. This role acts as the client's advocate within the firm, coordinating communication, managing administrative requests, facilitating onboarding, tracking deliverables, and connecting clients with the appropriate accounting professionals for technical tax, audit, accounting, and advisory matters.

The ideal candidate is a highly organized, and service-oriented individual who works well in a fast pace professional setting, and takes pride in being responsive, and detail-oriented. This is a full-time, on-site position that plays a critical role in shaping both the client experience and the internal efficiency of our firm.

Prospect Inquires

Serve as the first point of contact for prospective clients.
Respond to inquiries and coordinate the prospect onboarding process.
Schedule discovery meetings and support the proposal process.
Assist with the creation of proposals for all service lines.

Client Onboarding

Coordinate new client onboarding and setup.
Collect required documents and engagement materials.
Guide clients through firm processes and technology.
Maintain accurate client records across all systems.

Workflow Coordination

Track client deadlines, deliverables, and outstanding items.
Follow up on missing information and action items.
Help keep projects moving forward and on schedule.
Coordinate workflow between clients and team members.

Communication & Administration

Schedule meetings and manage client communications.
Assist with document requests and other administrative needs.
Document client interactions and maintain records.
Ensure clients stay informed throughout engagements.
Support administrative projects and team needs as they arise

What We’re Looking For (Beyond Skills):

Willingness to Learn: You’re open to feedback and apply what you learn over time
Reliability: You take ownership of your responsibilities and follow through
Attention to Detail: You care about accuracy and producing quality work
Professionalism: You represent the firm well in all interactions
Engagement: You bring focus and a positive presence to your role each day
Initiative: You look for ways to be helpful and keep things moving forward
Team-Oriented Mindset: You value collaboration and enjoy supporting those around you

Technology

Strong comfort with technology required
Proficiency in Microsoft Office Suite (Word, Excel, Outlook)

Our Culture

At Ennis, Pellum & Associates, our work is guided by a clear set of values and behaviors that define how we serve our clients and support one another. These include:

Taking pride in our work and delivering results
Being responsive, proactive, and accountable
Communicating clearly and respectfully
Building strong relationships with clients and teammates
Continuously improving and learning from feedback

We are a collaborative team that cares deeply about doing great work—and about supporting each other along the way. While this description outlines the primary responsibilities of the role, it is not an exhaustive list of duties. Team members are expected to be flexible, take ownership, and contribute wherever needed to support our clients, coworkers, and the success of the firm.

Quick Apply

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client success coordinator/administrative assistant jobs in saint augustine, fl

Client Success Coordinator/Administrative Assistant

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