[Hiring] Client Success & Administrative Coordinator @Assist World

Role Description

Our client is seeking a highly organized, client-focused, and empathetic Client Success and Administrative Coordinator to serve as the primary point of contact for prospective and existing clients. This role combines client communications, discovery call management, administrative support, and light sales responsibilities within a growing accounting and tax firm.

The ideal candidate will have prior experience in the accounting, bookkeeping, tax, or financial services industry and possess exceptional customer service skills. They must be comfortable handling client inquiries, conducting discovery calls, managing communications across multiple channels, and supporting internal administrative initiatives.

Qualifications

• Minimum 3–4 years of experience in an administrative, client services, virtual assistant, or customer success role.
• Experience working within an accounting, bookkeeping, tax, financial services, or related professional services environment.
• Strong verbal and written communication skills.
• Experience handling client calls and customer service interactions.
• Basic understanding of:
  • Tax preparation
  • Accounting principles
  • Bookkeeping concepts
  • Small business financial operations

Requirements

• Technical Skills:
  • Microsoft Outlook
  • Microsoft Teams
  • Microsoft 365 Suite
  • CRM systems
  • QuickBooks (or willingness to learn quickly)
• Preferred Experience:
  • Experience with tax or accounting firm CRMs (TaxDome or similar platforms).
  • Client onboarding experience.
  • Lead qualification and discovery call experience.
  • Experience supporting professional service firms.
• Soft Skills and Personal Attributes:
  • Compassionate and empathetic
  • Patient and attentive
  • Highly organized
  • Detail-oriented
  • Professional and trustworthy
  • Comfortable discussing financial matters with clients
  • Proactive and resourceful
  • Able to balance customer service with business development objectives

Benefits

• $540 - $750 a month
• 100% REMOTE
• $50 birthday bonus
• $200 testimonial bonus
• $500 entry monthly raffle
• NO TRACKER. NO PROBLEM

Success Measures

• Client satisfaction and responsiveness
• Discovery call effectiveness
• Timely client onboarding
• CRM accuracy and organization
• Reduction in outstanding client communications
• Follow-up completion rates
• Overall quality of customer service experience

Ideal Candidate Profile

A seasoned virtual assistant, client success coordinator, or administrative professional with accounting or tax industry experience who genuinely enjoys helping people, can confidently discuss basic tax and accounting matters, and excels at building strong client relationships while supporting business operations.