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Client Services Coordinator – Accounting | Remote
Remote / Online - Candidates ideally in
Fresno, Fresno County, California, 93650, USA
Listed on 2026-10-09
Fresno, Fresno County, California, 93650, USA
Listing for:
David F thomas CPA
Remote/Work from Home
position Listed on 2026-10-09
Job specializations:
-
Accounting
Bookkeeper/ Accounting Clerk, Accounting Assistant, Office Administrator/ Coordinator, Accounts Receivable/ Collections -
Administrative/Clerical
Bookkeeper/ Accounting Clerk, Office Administrator/ Coordinator
Job Description & How to Apply Below
We are seeking a detail-oriented Client Services Coordinator to support client communication, account coordination, documentation, and day-to-day administrative activities within our accounting practice. This position works closely with accounting professionals to ensure client requests, financial documents, billing information, and follow-up activities are handled accurately and efficiently.
Key Responsibilities- Serve as a primary point of contact for routine client inquiries and requests.
- Coordinate the collection and organization of client financial documents.
- Track client requests, deadlines, follow-ups, and outstanding information.
- Assist with invoices, billing records, payment documentation, and account updates.
- Maintain accurate client records and confidential financial information.
- Coordinate with accounting staff regarding client accounts and assignments.
- Assist with bookkeeping and administrative accounting tasks when needed.
- Prepare correspondence, reports, spreadsheets, and client documentation.
- Follow up with clients regarding missing documents or outstanding items.
- Help ensure client assignments remain organized and on schedule.
- Maintain professional communication through email, phone, and virtual communication platforms.
- 1–3 years of experience in client service, accounting, bookkeeping, administration, or a related field.
- Strong written and verbal communication skills.
- Excellent organization and attention to detail.
- Comfortable working with spreadsheets and accounting software.
- Experience with Quick Books is a plus.
- Ability to handle confidential financial information professionally.
- Ability to manage multiple client requests and deadlines.
- Comfortable working independently in a remote environment.
- Fully remote position
- Competitive salary
- Professional accounting environment
- Opportunity to work directly with accounting professionals and clients
- Potential for continued professional growth
- Flexible, collaborative remote-work environment
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