Client Relations Coordinator - Greenville - Meilinger CPA Advisors to the 1%℠

Description

Position Description: Client Relations Coordinator

Functional Area: Fulfillment

Reports to: Client Excellence Coordinator & Director of Operations

Employment Status: Full-time

Employment Type: In-Office (No Virtual Work)

You can get further details about the nature of this opening, and what is expected from applicants, by reading the below.

Why Work with Us

At Meilinger CPA Advisors to the 1%, we provide exceptional accounting, tax, and advisory services to accomplished business owners and high-net-worth individuals. Our mission is simple yet profound: to deliver world-class financial expertise with white-glove client care. But what truly sets us apart is our commitment to balance. While many accounting firms demand long hours and stressful tax seasons, Meilinger believes that excellence is sustainable only when our people are supported. That's why we operate on 40-hour workweeks year-round, protecting evenings and weekends for family, rest, and personal priorities.

Position Objective

The Client Relations Coordinator ensures continuity of communication and protects the client experience throughout each service cycle. This role manages shared client communications, monitors open items until resolution, provides executive administrative support, and ensures the office environment reflects the firm's professionalism.

Your role supports our professional team through activities such as:

• Coordinating schedules and managing workflow
• Preparing and organizing client records
• Handling correspondence with discretion and accuracy
• Ensuring projects are delivered on time and at the highest quality

This position calls for a personable, professional, and highly organized individual committed to both client satisfaction and team success. In alignment with our values, you will help maintain a culture of accountability, respect, and sustainable work-life balance.

General Responsibilities

Client Communication & Follow-Through

• Monitor and manage the Client Services shared inbox
• Respond to routine client inquiries
• Route technical or advisory questions to the appropriate manager
• Track and follow up on open client inquiries until resolution
• Maintain visibility of unresolved items and communicate status updates as needed
• Support document follow-up cadence in coordination with the CEC.
• Build trusted relationships with clients through professionalism, warmth, and responsiveness.
• Maintain and update client databases with precision.
• Support directors and accountants with scheduling, client communication, and document preparation.
• Monitor workflow and ensure timely completion of deliverables.
• Assist with work papers, project tracking, and compliance documentation.
• Uphold the highest level of confidentiality with client and firm information.
• Contribute to maintaining our promise of balance and accountability, ensuring sustainable excellence for both clients and team members.
• Handling sensitive client files in an organized manner.

Executive & Leadership Support

• Provide administrative support to firm leadership as needed
• Assist with scheduling, meeting coordination, and travel arrangements
• Prepare correspondence and assist with internal communications
• Maintain organized digital and physical filing systems

Facility & Office Presentation

• Maintain office readiness for team operations and client visits
• Coordinate meeting room setup and hospitality
• Collaborate with the CFO on office supplies and vendor coordination
• Ensure common areas reflect a professional and welcoming environment
• Serve as on-site point of contact for logistical needs

Key Performance Measures

• Client Satisfaction: Net Promoter Score (NPS), retention, and survey feedback
• Efficiency & Accuracy: Timely completion of workflow tasks and reporting
• Team Support: Smooth coordination of schedules, meetings, and deadlines
• Operational Excellence: Minimal workflow disruptions, accurate documentation, and effective resource management

Compensation & Benefits

• Salary: $55,000-$60,000 annually, depending on qualifications
• Higher compensation will be considered for well-qualified candidates.
• Bonuses: Eligibility for quarterly bonuses under Meilinger's Short-Term Incentive Plan
• Work-life balance: 40-hour workweeks year-round — no extended tax season hours
• Paid time off: 15 PTO days annually, plus 9 paid company holidays
• Retirement: 401(k) plan with 3% company match
• Insurance: Long-term and short-term disability coverage
• Healthcare: QSEHRA health reimbursement plan
• Culture: A collaborative, respectful workplace that values balance, accountability, and excellence

Qualifications

• Minimum 2–3 years of professional experience in administrative support, client services, or a related coordination role (experience in accounting, financial services, or professional services preferred)
• Certificate or degree in business administration, accounting, or related field preferred
• Demonstrated administrative or client service experience in a corporate/professional environment
• Strong proficiency with Microsoft Office Suite and the ability to adapt quickly to workflow and CRM platforms
• Excellent written and verbal communication skills with polished client-facing presence
• Ability to manage multiple priorities with strict attention to detail
• Strong interpersonal and problem-solving skills; high emotional intelligence
• Excellent communicator with clients and team members.
• Willingness to work in fast-paced office enviornment.
• Commitment to confidentiality and professional discretion when working with high-net-worth clients.
• Handling Outgoing Mail and Errands as Needed.

Software Experience in the following is preferred but not required:

• UltraTax
• SafeSend or SurePrep
• Adobe Acrobat
• Outlook/Front
• Aircall (requires headset or earpiece)

Why Meilinger CPA Advisors?

We are not a typical accounting firm. Our clients expect — and receive — the very best. Every member of our team contributes to delivering the "Advisor to the 1%" experience.

At the same time, we believe that professional success and personal well-being go hand in hand. We protect our team's time, respect boundaries, and create space for both productivity and balance. xhmxlyz This role is more than administrative support: it's about owning excellence in everything you touch, driving efficiencies, and elevating client and team interactions, all within a culture that values people first.