Client Account Coordinator
About the Role
The Client Account Coordinator at Paz Financial Consulting supports client relationships by coordinating day-to-day account activities, helping ensure timely communication, and maintaining organized documentation. This role is focused on delivering a smooth client experience while supporting internal teams to keep work moving efficiently.
Success in this position looks like accurate account coordination, responsive service, strong attention to detail, and clear follow-through on requests—so clients and colleagues can rely on consistent updates and dependable support.
Duties & Responsibilities
- Coordinate day-to-day client account activities to support timely progress on deliverables.
- Serve as a point of contact for routine client questions and internal status updates.
- Maintain organized client records, documentation, and account notes to support accuracy and continuity.
- Track requests, deadlines, and action items to ensure nothing is overlooked.
- Prepare and distribute client-facing updates and internal summaries as needed.
- Collaborate with internal team members to confirm requirements, timelines, and next steps.
- Assist with scheduling and coordinating meetings, calls, and follow-ups.
- Review information for completeness and accuracy before sharing with clients or stakeholders.
- Support the resolution of issues by escalating concerns and tracking outcomes to closure.
- Continuously improve coordination processes to enhance clarity, efficiency, and service quality.
Requirements
- Education: High school diploma or equivalent; associate’s or bachelor’s degree preferred.
- Experience: 1+ years of experience in client services, coordination, administration, or a related role.
- Experience working with structured workflows, deadlines, and multiple concurrent requests.
- Software/Tools: Proficiency with Microsoft Office (Outlook, Excel, Word) and documentation tools.
- Strong organizational skills with the ability to maintain accurate records and follow up consistently.
- Excellent written and verbal communication skills with a client-focused, professional approach.
- Ability to prioritize tasks, manage time effectively, and adapt to changing needs.
- Attention to detail and commitment to accuracy in client and internal information.
- Inclusive mindset and professionalism when working with diverse clients and teammates.
Benefits
- Health insurance options (medical, dental, and vision)
- Paid time off (PTO) and paid holidays
- Retirement savings plan (e.g., 401(k))
- Wellness benefits and resources
- Career growth opportunities through training and skill development
- Supportive team culture focused on collaboration and continuous improvement
Compensation: $23 – $34 / hour • Employment Type: Full-Time
