Client Service Coordinator

Join our incredible team as a Client Service Coordinator. We are seeking an organized and detail-oriented Client Service Coordinator to support our team with a range of tasks, including managing consulting, training and vendor relationships, assisting with content coordination and providing assistance during meetings.

In this hybrid role, you will have a combination of on-site and remote work. The ideal candidate will have strong communication skills and be able to work independently while still collaborating with various teams. If you possess strong communication skills and a passion for team collaboration, apply today!

Client Experience  (Remote)

• Schedules appropriate follow-up communication with current clients (retainers, consulting clients, & vendor clients) to continue on-going relationship building.
• Assist with the creation of Excel files, PowerPoint presentations, word documents, and meeting materials.

• Assist in maintaining consultant availability, streamlining communication channels within the organization.

• Continually seeks opportunities to increase client satisfaction and deepen client relationships.
• Communicate effectively with all conference speakers from the point of confirmation to ensure all assets, presentations, and speakers have a seamless experience and are assisted in delivering high-quality content.
• Coordinate and run webinars, including but not limited to calendar coordination, background webinar logistics, participation and follow up.

• Collaborate closely with team members to ensure cohesive operations and smooth workflow.
• Assist in client outreach initiatives, including holidays, natural disasters communication, gift baskets, and client gifts, ensuring a personal touch.

• Uses software tools (ASANA) to manage a variety of tasks, and create surveys (Alchamer and Conference IO)

• Proficient in Microsoft Word, Excel and PowerPoint with the ability to create, edit, and format documents, spreadsheets and presentations using these software applications.  
• Will provide general support of administrative tasks for BCI services.

Content Coordination (Remote)

• Assist in compiling, organizing, and maintaining digital information and Intellectual Property.
• Assist with the development of online course content for various subjects, ensuring that it aligns with learning objectives and professional standards.
• Collaborate with subject matter experts to create engaging and effective course materials, including multimedia content, interactive activities, and assessments.
• Use learning management systems (LMS) and other online tools to upload and manage course content, monitor learner progress, and generate reports.
• Ensure that course content is accessible to all learners, including those with disabilities, by following accessibility guidelines and best practices.
• Continuously update course content to reflect changes in professional standards and best practices.
• Work closely with the Operations Strategist & marketing team to develop promotional materials and strategies to attract and retain learners.
  
• Work with external vendors and contractors, as needed.

Plaza Meeting Space (Onsite)

• Assist with onsite meeting support as needed, including setting up rooms, restocking snacks, and providing general assistance.
• Efficiently manage multiple meeting calendars; and ensure agendas are created for meetings.
• Set up and clean-up of meeting rooms for meetings.

Experience & Educational Requirements 

• Bachelor’s Degree in business administration, office administration, or related field or associate degrees with relevant experience
• Minimum of 1-2 years of Client Service or administrative assistant experience. Experience working with professional service organizations or public accounting is a plus
  
• Proficiency in Google Suite is required
• Strong written and verbal communication skills
• Knowledge of Zoom, Microsoft Teams, and Asana preferred
• You’ll need to be flexible with your schedule, majority of office hours are 8:00 am to 5:00 pm Monday through Friday, with occasional longer hours based on meeting needs.
• Hybrid working environment; This position is a work-from-home position with requirements to support our onsite location in Kansas City.

Featured benefits

• Responsible Paid Time Off 
• Medical Insurance
• Dental & Vision Insurance
• 401(k) + match 
  
• Technology Kit 
• & More! 

About Boomer Consulting,  Inc. 

At Boomer Consulting, Inc. (BCI) we help guide CPA firms to sustainable success and future readiness through progressive training, communities, and consulting services in Leadership, Talent, Growth, Technology, and Processes. Our firm is well-respected and is led by some of the most influential people in the accounting profession. We are a cutting-edge and innovative company, and as part of our team, you will be helping us lead those efforts.

Boomer Consulting, Inc. is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.