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Client Service Coordinator

Date Posted: Jun 23, 2026
Yearly: USD - USD

Job Detail

  • location_on
    Location Houston, Texas, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Sep 21, 2026

Job Description

Overview

The Client Service Coordinator at CFS is a vital role within a growing CPA firm, responsible for managing client communications and improving internal workflows. This position allows for significant visibility to leadership and involvement in the end-to-end client lifecycle, from onboarding to billing, offering a high level of autonomy and the opportunity to develop skills in client service and operations.

Key responsibilities

  • Manage client follow-ups, document requests, and ongoing communication
  • Track open items, deadlines, and workflow progress across engagements
  • Coordinate scheduling and meeting logistics for clients and internal teams
  • Support onboarding, engagement setup, and administrative workflows
  • Maintain organized client files, systems, and records
  • Route client information efficiently between clients and the CPA team

Required skills

  • Strong written communication skills
  • Experience managing multiple deadlines and priorities
  • Proficiency with email, spreadsheets, and cloud-based tools
  • Ability to work independently after initial direction
  • Detail-oriented with strong organizational skills

What the company offers

  • Salary: $55,000 - $65,000
  • Collaborative environment with direct interaction across the CPA team and clients
  • Opportunity to influence efficiency and help shape firm operations

Skills Required

Company Overview

Chicago, Illinois, United States of America

CFS is a long-standing, family-owned manufacturing organization that serves the industrial water heating, water treatment, and laundry equipment markets. The company prides itself on its stable growth and collaborative culture, emphasizing work-life... Read More

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