Client Experience Coordinator

Job Responsibilities

• Bring consistent positive energy to the workplace and to the completion of your job duties.
• Serve as a key ambassador of the firm to its clients and a liaison between clients and Audit & Attest teams.
• Maintain a client service focus and communicate with both the Trust teams and client personnel in a friendly and professional manner.
• Monitor COE job status and communicate upcoming engagement steps to both the audit team and client in a timely manner.
• Work closely with the client to ensure the timely receipt of required audit schedules and test procedures support.
• Update supervisor of job status and engagement issues consistently and promptly.
• Assist with completion of data import procedures and required data reconciliation and completeness procedures.
• Document the accuracy of financial schedules and prepare clear and accurate work papers.
• Understand and comply with the Firm’s quality control policy.

• Bachelor’s degree in Accounting, Finance, or a related field, or equivalent client service or administrative experience.
• With a Bachelor’s degree: 1 year of experience; without a Bachelor’s degree: 3+ years of client service or administrative experience.
• Strong organizational, multi-tasking, and project management skills.
• Ability to resolve issues independently.
• Working knowledge of the Microsoft Office Suite and Adobe Acrobat Engagement.
• Practice discretion and discernment in dealing with client and Firm matters.

• Medical, dental, and vision insurance.
• Generous paid time off (PTO) plan and paid sick time.
• Flexible work arrangements.
• 401(k) plan with profit‑sharing.
• Wellness program.
• Generous parental leave and 11 paid holidays.

Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.