Client Service Coordinator at Frazier & Deeter in Plymouth

Summary: Frazier & Deeter is a rapidly growing Top 50 accounting & advisory firm committed to training and developing its staff. The Client Service Coordinator will play a vital role in delivering high-quality client experiences and supporting client relationships through effective communication and project coordination. Responsibilities: - Develop relationships with clients through professional and effective communications - Work with clients to obtain all required documents for the services we provide them - Maintain client contact information and internal databases related to client projects and tracking - Help prepare client invoices and ensure timely delivery to clients, following up on payments as necessary - Ensure client projects are being completed and coordinate timing with internal team as well as the client - Provide professional support to the client management team including check-ins on project status, calendaring appointments, data entry, and client onboarding - Preparing engagement letters and following up on signature Required Qualifications: - Excellent written and verbal communication skills - Customer service oriented - Experience managing time sensitive information and the ability to meet strict deadlines - Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm - Proficient with Microsoft Office Suite Preferred Qualifications: - Bachelor's degree preferred - Experience in Tax, Financial Services, or other Professional Services preferred Required Skills: Microsoft Office Suite, Client Relationship Management, Invoice Preparation, Data Entry, Client Onboarding