Relationship Coordinator
Relationship Coordinator
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Job Description
Job Details
Description
Relationship Coordinator
At Blankenship CPA Group PLLC our roots are deeply planted in serving Nashvilles growing business and professional community. Blankenship is a Top Ten Nashville public accounting firm of approximately 200 professionals. We serve our clients Tax Audit Accounting and Consulting needs in the Nashville Tennessee and middle TN market through our experienced accountants in our Brentwood Columbia Dickson Goodlettsville Mt. Juliet Nashville and Murfreesboro offices.
Blankenship is seeking a fulltime Relationship Coordinator (RC). This role will be based in our Brentwood office. As a RC you will play a crucial role in delivering exceptional client care. You will support a specified set of Relationship Managers building strong personal relationships with their clients. Your responsibilities will include providing administrative support managing client outcomes and contributing to the tax departments success. At Blankenship you will find a People First culture and wonderful clients to serve.
This role can be tailored to align with the right candidates experiences and specialties.
Key responsibilities include:
Key Responsibilities:
- Client Relationship Support:
- Serve as a primary point of contact for clients handling inquiries and requests promptly and professionally.
- Maintain accurate and uptodate client contact information.
- Contribute to client retention efforts by addressing concerns and providing excellent service.
- Provide administrative support to Relationship Managers including scheduling meetings managing calendars and coordinating client onboarding/offboarding.
- Tax Department Support:
- Assist with tax preparation processing and document management.
- Manage tax workflow activities and prioritize client and team assignments.
- Ensure accurate and timely completion of individual tax returns.
- Client Experience:
- Maintain a welcoming office environment including managing conference room schedules and guest hospitality.
- Assist with internal event planning and .
Qualifications
Key experiences and skills include:
- Bachelors degree or equivalent experience
- Strong organizational and time management skills
- Excellent communication and interpersonal skills
- Proficiency in Microsoft Office Suite and relevant software
- Attention to detail and accuracy
- Ability to work independently and as part of a team
- Experience working in public accounting banking or financial management a plus
The successful candidate will be rewarded with an excellent compensation and benefits package including flexible schedule health vision and dental insurance 401(k) plan vacation life and disability insurance professional training and the opportunity for bonuses.
If you are interested in learning more about this opportunity please email your resume to Leah Hayes at
Required Experience:
IC
Employment Type
Unclear
