Client Excellence Coordinator in La Verne, California at Jacobson Lawrence & Company

At JLCO Inc., our mission is to deliver a comprehensive and holistic approach to professional services, offering more than traditional accounting and tax support.

Our vision is to act as a central advisor and trusted influence, providing an ecosystem of solutions designed to address every aspect of each of our firms' clients' financial health and well-being, and meet their ever-changing needs.

These principles guide everything we do, from client relationships to team collaboration.

We believe trust is the foundation of every client relationship and every internal partnership. At JLCO, integrity means doing the right thing even when no one is watching. From tax compliance to IT security, we uphold industry-leading standards of honesty, transparency, and accountability to guide every decision we make.

We achieve more when we work together. Collaboration at JLCO means breaking down silos between offices, departments, and teams to create a dynamic client and employee experience. By respecting each other's strengths and sharing knowledge, we elevate not only our teams, but the clients and community we serve.

We embrace change and harness technology to move our clients and our firm forward. At JLCO, innovation isn't about chasing trends — it's about implementing solutions that create efficiency, deliver clarity, and open new possibilities for growth. Every technology and tool we adopt is tested to ensure it aligns with our mission of empowering our clients toward their best future.

Client Excellence Coordinator

Job Description

Job Description

As part of our operations team, you will play a critical role to ensure a high level of customer service to both our staff and clients. This includes organizing information and responding to and anticipating client service requests so we can better service our clients and continue to ensure we output the high-quality work that we are known for. Coordinators can think independently, take initiative and perform the duties with a high degree of accuracy while maintaining a positive attitude as is essential to succeeding in this role.

Duties will include, but are not limited to:

1. Contacting clients for missing information required to complete their tax/accounting work
2. Obtaining and organizing incoming client information, assessing for completeness and utilizing appropriate software systems to accurately maintain information
3. Coordinating deliverables to client
4. Working with client investment advisors to ensure required information is obtained for client work
5. Assisting in the coordination of outsourced tax returns
6. Maintaining client contact information and instructions
7. Scheduling and email correspondence on behalf of professionals
8. Coordinating incoming prospects through a sales pipeline
9. Assisting with facilitate new client onboarding
10. Maintaining a high-quality client journey
11. Coordinating intradepartmental communication
12. Coordinating meetings internally and externally
13. Billing clients.

Qualifications

1. One or more years of client service, accounting, financial or law industry experience. Tax and accounting experience preferred.
2. Minimum of an Associate degree or equivalent work experience
3. Extremely high attention to detail.
4. Immediate proficiency with Microsoft Office. Tax software and CRM experience preferred.
5. Demonstrate ability to learn and work with various software programs with relative ease
6. Excellent listening, written and verbal communication skills
7. Time management and organizational skills; ability to handle multiple responsibilities and changing priorities
8. Ability to analyze situations critically and objectively to produce the best possible outcome
9. Escalate operational and client issues as needed
10. Customer service focus and ability to multitask
11. Discretion when handling confidential information

Due to the nature of our business, we do experience periods of peak workload, typically from January to April 15th and September to October 15th, with busier periods being closer to deadline dates. A requirement of this role is the ability to work occasional overtime during this peak workload period and that may include a partial Saturday(s).

Pay range: $20.00-$34.94