Client Service Coordinator

This is a fully remote position, open to applicants in United States.

📋 Description

• Continuously oversee Suralink to ensure the timely progression of client engagements through each workflow phase.

• Update client request lists within Suralink for both recurring and annual engagements.

• Follow up with clients regarding pending documentation, outstanding items, and information requests.

• Retrieve relevant documents and reports from client portals (GL systems, RCM systems, banking portals, TPA and payroll portals, proprietary systems) for use in A&A engagements.

• Verify the completeness and readiness of key documents upon receipt, including: Trial Balance, General Ledger, Budget, AR/AP Aging, bank statements, and all other required engagement documentation.

• Direct completed engagement packages to fieldwork queues and inform appropriate team members when engagements are ready to commence.

• Escalate any stalled or delayed document requests to the appropriate Manager or Partner in a timely manner.

• Conduct CCH Binder rollforwards for recurring engagements across the A&A portfolio.

• Manually import Trial Balances into CCH engagement software as necessary.

• Aid in maintaining engagement documentation and ensure workflow accuracy throughout the engagement lifecycle.

• Support the overall CCH Axcess engagement setup, organization, and closeout procedures.

• Assist with Guided Risk Assessment (GRA) setup and Guided Assurance procedures under the guidance of engagement managers.

• Generate and distribute tracking and status reports on a scheduled and ad hoc basis.

• Follow up on outstanding accounts receivable and billing items on behalf of the engagement team.

• Update and maintain documents in GFR and other internal document management systems.

• Support and uphold the A&A department pipeline in HubSpot, ensuring records are accurate and current through collaboration with the Marketing department.

• Assist with the proposal process for the A&A department; collaborate with the marketing team in preparing proposals as directed by Partners and Managers.

• Provide general administrative support to the A&A / Commercial Partners and Managers.

• Offer backup support to administrative staff across the firm during peak periods, deadlines, or coverage needs.

• Act as a liaison between the A&A engagement team and the Resource Management team to communicate engagement readiness and pipeline status.

• Identify scheduling conflicts or capacity issues when engagements are delayed beyond expected timelines.

• Coordinate with administrative staff on shared tasks, coverage arrangements, and firm-wide deadlines.

• Attend department meetings and provide engagement status and workflow updates as necessary.

⛳️ Requirements

• Associate’s or Bachelor’s degree in Accounting, Business Administration, or a related field.

• 2+ years of experience in a public accounting firm or professional services environment in an administrative, operations, or paraprofessional role.

• Familiarity with Suralink or similar client document request and collaboration platforms.

• Proficiency in Microsoft Office Suite (Excel, Word, Outlook, Teams); capable of quickly learning new programs and technologies.

• Strong understanding of audit engagement workflow and document lifecycle (from pre-fieldwork to issuance).

• Exceptional organizational skills with the ability to manage multiple engagements and deadlines simultaneously.

• Professional written and verbal communication skills; comfortable following up directly with clients.

• Ability to handle sensitive information with confidentiality and professionalism.

• Proactive problem-solver who can work independently and escalate issues appropriately.

• Working knowledge of CCH Axcess (or ProSystem fx) engagement management, including binder rollforwards and Trial Balance import is a plus.

• Demonstrates a strong understanding and alignment with our firm’s core values of honesty and candor, continual learning, innovation, mentorship, leadership, teamwork, client commitment, and community orientation.

🏝️ Benefits

• We promote a unique culture that emphasizes flexibility and work/life balance, including fully virtual or hybrid work options.

• Our collaborative work environment is dedicated to your professional growth and success.

• We have consistently ranked as a Best Place to Work NJ for the past twenty-one years and have received numerous awards, including Best Firms for Young Accountants, Accounting Today Best Accounting Firms to Work For, Best Accounting Firms for Women, Best Accounting Firms for Millennials, and more!

• WG offers a competitive salary and benefits package, which includes generous PTO, Medical, Dental, Vision, 401(k) with employer match, Summer Fridays, flexible work schedules, and much more!