Client Operations Coordinator (Salem, Oregon)

Join REDW A Top Workplace!Ready to grow your career somewhere that actually invests in you At REDW one of the nations largest and fastest-growing accounting and advisory firms were building something special and we want you to be part of it. Recognized as a Top Workplace were known not just for our expertise but for our people our culture and how we show up for each offices across New Mexico Arizona Oregon Oklahoma and Las Vegas youll have the opportunity to do meaningful work in a collaborative supportive environment where you can make an impact. Guided by our values Dream Big Better Together and Integrity Counts we push boundaries support one another and do the right youre ready to grow be challenged and actually enjoy the team youre on REDW is the place to do it! Client Operations CoordinatorWhat Youll DoServe as the first point of contact for clients managing inbound calls inquiries and service requests with professionalism and timely client onboarding engagement setup and maintenance of client records accounts and CRM track and manage engagement documents proposals agreements reports and other client-facing service requests and client support activities ensuring accurate documentation issue resolution and escalation when across teams to deliver a seamless client experience while maintaining compliance with firm policies quality standards and operational procedures. What You BringHigh school diploma/GED required; some college preferred.1-3 years experience as an administrative assistant or similar administrative for overtime as needed during busy to travel approximately <5%. What Sets You ApartClient-centered service orientation and professional communication with internal and external in Microsoft 365 and ability to learn CRM workflow electronic signature portal document-management and practice-management organization prioritization proofreading records accuracy and judgment and discretion when handling confidential and sensitive to collaborate in a queue-based deadline-driven one-firm to follow documented procedures identify exceptions and escalate appropriately. Why Youll Love Working at REDWCompensationHourly range: $24 - $26Final offer based on location experience skills licensure and business needCommitment to fair and equitable pay practicesBenefitsMedical dental vision life disability401(k) with matchHSA and FSA optionsWork-Life & WellnessFlexible PTO 10 holidaysMonthly wellness reimbursementGrowth & DevelopmentLearning platform credential supportOngoing development resourcesRemote Support$150 annual WFH allowanceTech providedCultureAward-winning workplaceStrong focus on collaboration and inclusionEqual Opportunity EmployerREDW values diversity and is committed to equal opportunity in the workplace. We do not discriminate based on race color religion gender national origin age disability sexual orientation or any other protected you require a reasonable accommodation during the hiring process please email us