Client Services Coordinator

2 months ago

Guelph, Canada Baker Tilly Canada Full time

**Client Services Coordinator - 14 Month Contract**
**Guelph, Ontario, Canada**:
Current Opportunities

Baker Tilly GWD LLP is a leading midsize accounting firm with offices in Guelph and Elora. Locally owned, we make an impact with value-added accounting, advisory, audit and tax services.

We serve clients at all stages of their development from emerging and owner-managed businesses to large private companies, not-for-profit organizations, professionals, and individuals. We have a long-standing reputation of providing high quality personalized services across a broad range of industries.

Outside our two offices, we also draw on the specialty services provided across the Baker Tilly Canada network, and globally through our affiliation with Baker Tilly International. With member firms from coast to coast, the Baker Tilly Canada Cooperative is one of the country’s largest associations of chartered accounting firms. Through our strong network infrastructure, shared expertise, resources and offices across the country, our independent member firms provide clients with a full complement of professional services across every major industry sector.

**Why join the Baker Tilly GWD team?**

With Baker Tilly GWD, you can find a career that’s uniquely you. Our professionals are encouraged to Be True to their values and ambitions. Our mission is to develop and support great people so they can feel their best, be their best and bring their best. When you join our firm, you can expect:

- A work life balance with Baker Tilly Shutdown Days (Fridays off in July & August).
- A leadership team committed to your success.
- Challenging and varied assignments.
- Ongoing training and support for professional development.
- Team building adventures (we've gone bowling, taken a team bus to a hockey game, and frequent community outreach - just to name a few).
- A professional, fun and friendly working environment.

If you are keen to be part of a collaborative and supportive team** - we want to hear from you**

**Your primary responsibilities will include**:
Baker Tilly GWD is looking for a Client Services Coordinator for a 14-month contract position. Under the direction and guidance of the Client Service Delivery and Process Improvement Lead, you will be the face of the office and first point of contact for clients. Please note that this position is 100% in office position.
- Manage the reception area including answering and directing incoming calls, greeting clients
- Screen and redirect client enquiries, gauge urgency, and escalate as required
- Ensure boardroom, reception and common areas are tidy and presentable with all necessary stationary, forms, and supplies available
- Schedule virtual and in office meetings
- Perform daily accounts receivable functions including cheque and cash deposits, debit/credit card transactions and communication with clients regarding their account balance
- Manage and order office supplies
- Assist with building maintenance and operational issues
- Assemble client tax and financial packages, letters, and invoices in accordance with firm quality and document standards
- Electronic filing of tax slips and returns
- Electronic file maintenance including archiving and lockdown
- Other general administrative duties as required including mail, filing, photocopying, scanning, and faxing
- Post-secondary diploma or equivelent.
- Minimum 2 year’s work experience in a professional services work environment in a similar role. Customer facing client service experience is considered an asset.
- Familiarity with Caseware, Caseview and Doc-It would be an asset as is familiarity with accounting terminology.
- Excellent verbal and written communication skills, with a professional and friendly demeanor.
- Strong organizational and time management abilities.
- Ability to handle multiple tasks simultaneously, prioritize effectively, and work well under pressure.
- Discretion and ability to maintain confidentiality when dealing with sensitive information.
- Strong attention to detail and accuracy.
- Proficient in using Microsoft Office software, including Excel, Word, PowerPoint, and Outlook.

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