Client Services Coordinator

Job Title: Client Services Coordinator.

Department: Operations.

Reports to: Supervisor, Member Care Coordinators.

Location: Calgary, Alberta, on-site.

Employment Type: Full-time, Permanent.

Ready for Your Next Challenge? Join FBC in Calgary, Alberta

Established in 1952 as a family business with deep roots in rural communities, FBC has grown to become one of Canada's largest tax and financial consulting firms for small businesses. With 12 branches across the country, we support over 15,000 Canadian entrepreneurs and small business owners, including farmers, construction contractors, skilled trades, and self-employed professionals. At FBC, a membership is more than just a single tax filing—it's a long-term partnership. We work alongside our members throughout their lives, saving them over 22 million dollars through year-round collaboration on optimal tax strategies and planning, allowing them to focus on what matters most: running their businesses and enriching their communities.

Position Overview

As the first point of contact for our Members, the Client Services Coordinator plays a vital role in delivering an exceptional service experience. This position requires strong customer service skills and tax-related knowledge to support Members with inquiries and help them navigate our services effectively.

The ideal candidate brings experience in tax preparation or bookkeeping, along with a proven ability to deliver outstanding service. They are motivated to grow their skills, build strong relationships, and develop a career in the financial and accounting services industry. This role is based at the Company's Calgary office.

This role provides a strong foundation for career growth within the Company, with opportunities to advance into supervisory or specialized roles in tax and accounting services.

Key Responsibilities

• Provide exceptional frontline service to Members by responding to inquiries promptly and professionally.
• Support Members with questions related to tax preparation, bookkeeping, and accounting processes, escalating complex issues as needed.
• Direct Member concerns to the appropriate channels, while resolving straightforward issues independently.
• Accurately prepare, review, and file confidential documents, reports, and correspondence.
• Collaborate with team members and other departments to ensure seamless Member service.
• Maintain up-to-date knowledge of Company products, services, and standards.
• Assist in scheduling Member appointments or consultations.
• Record Member feedback to help improve processes and service delivery.

Qualifications

Education and Experience

• 2+ years of direct customer service experience, with a track record of delivering exceptional support.
• Practical experience in bookkeeping or tax preparation (considered an asset)
• Education in Business Administration, Bookkeeping, Accounting, or a related field is an asset (equivalent experience will be considered).

Knowledge, Skills and Abilities

• Strong customer service and relationship-building skills, with good judgment in resolving Member needs.
• Foundational knowledge of tax or bookkeeping (asset).
• Excellent written and verbal communication skills, including professional telephone etiquette.
• Strong organizational and time management abilities, with the capacity to multi-task and prioritize.
• Proficiency with Microsoft Office Suite.
• Willingness and ability to learn new systems and processes.

Why FBC?

At FBC, we're committed to helping you grow into the best version of yourself—whether that's mastering your craft or leveling up your career. With competitive pay, solid benefits, and endless opportunities for development, we're not just focused on the here and now, but on where you're headed. Integrity is the foundation of everything we do, so you can always count on us to have your back. We respect and value your unique contributions, because we know that when you succeed, we all succeed. We believe that every voice counts and every idea matters, as innovation keeps us building for the future. And when we clear those hurdles, we celebrate as a team—because what's the point of growth if we can't enjoy the journey together?

This role is ideal for individuals eager to expand and apply their comprehensive tax knowledge. You'll have the opportunity to work hands-on with diverse tax matters, develop a deep understanding of corporate and personal tax processes, and enhance your overall financial

expertise while engaging directly with real-world tax challenges, helping Members navigate complex issues and delivering valuable solutions that matter.

If you envision yourself thriving in this supportive and dynamic environment, we encourage you to Apply Today

Please Note: The internal job title for this position may differ from the title listed in this posting.

We are an equal opportunity employer and are committed to building a diverse and inclusive workplace that reflects the communities we serve across Canada. We welcome applications from all qualified individuals, including but not limited to women, members of visible minorities, Indigenous Peoples, persons with disabilities, members of the 2SLGBTQIA+ community, and others who may contribute to the diversification of our workforce.

Accommodations are available on request during all stages of the recruitment and selection process, in accordance with applicable human rights and accessibility legislation across Canada. If you require any accommodations, please let us know and we will work with you to meet your needs.