Client Relations Administrator

Are you interested in taking your career to the next level as a Client Relations Coordinator to help change the lives of clients?

Do you want to be part of an amazing team surrounded by some of the smartest and most energetic colleagues?

We are the nation's leading CPA Firm specializing in tax planning and filing for real estate investors. Our client base includes some of the most influential names in the real estate industry. This position offers the opportunity to serve exceptional clients and work closely with a supportive team of colleagues to deliver outstanding client service through tax planning, research, and compliance. We believe in building a people-centric firm where talented team members can thrive and reach their full potential.

We are seeking an individual who is enthusiastic about helping clients maximize tax savings through real estate investments. You should be a solutions-oriented self-starter who thrives in taking on big challenges as a team member.

We value work-life balance and continuous learning. These values are achieved through generous vacation and sick leave policies, flexible work arrangements, an autonomous work environment, continuous and engaging training, state-of-the-art technology and automation, and comprehensive health insurance with 401(k) matching.

Summary:

A Client Relations Administrator is responsible for building and maintaining strong relationships with clients, ensuring their needs are met, and providing excellent customer service.

Salary + Benefits:

• $40,000 to $60,000 base compensation (DOE), plus bonus
• Overtime and sick pay
• 401(k) plan with profit sharing
• Flexible work schedule
• Work from home
• Over 30 days of paid vacation and firm holidays
• Health insurance
• Firm-sponsored continuing education

Required Education and Experience:

• Experience in customer service or sales is highly valued.
• A bachelor’s degree in business administration, finance, or communication is a plus.

Responsibilities:

• Responsible for onboarding new tax planning clients and scheduling client calls.
• Maintain client relationships by communicating regularly and addressing concerns proactively.
• Serve as the main point of contact by handling client inquiries and ensuring timely responses.
• Resolve issues by troubleshooting problems and coordinating solutions with internal teams.
• Deliver excellent service to ensure a positive and consistent client experience.
• Monitor satisfaction by collecting feedback and identifying areas for improvement.
• Facilitate communication by keeping messaging clear and consistent between clients and internal teams.
• Manage records by keeping client information organized and up to date.
• Support business growth by fostering client retention and contributing to revenue through strong service.
• Provides reliable support to staff by assisting with tasks, managing priorities, and contributing to the successful execution of team goals.

You’re a Good Fit for Our Team if You’re:

• Someone who is seeking to grow and be challenged professionally.
• Able to manage multiple client engagements and multitask efficiently.
• Able to demonstrate excellent analytical, organizational, project management, oral, and written communication skills.
• Highly detail-oriented, disciplined, and a self-starter.
• Able to develop & maintain client relationships and identify planning opportunities for clients.
• Problem-solving and organizational ability.
• Someone who takes ownership of your work and your clients and drives projects to the finish line.
• Demonstrates strong technical skills with the ability to quickly learn, apply, and troubleshoot systems, tools, and processes effectively.

Job Type: Full-time

Pay: $40,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: Hybrid remote in Fullerton, CA 92835