Client Coordinator

Written By Crystal Reynolds

Employment Type: Full-time
Start Date: Mid-August 2025

We are growing and looking for a Client Coordinator to champion our commitment to exceptional client service. This is a pivotal role focused on improving client experiences, streamlining communications, and ensuring a consistent, high-quality delivery of our services.

Position Overview

As our Client Coordinator, you’ll work closely with the Operations Manager to lead initiatives that elevate client satisfaction. You’ll serve as the voice of the client internally, collaborating with Partners, Accountants, and the other support team members to enhance service delivery, manage feedback, and ensure client needs are not only met but exceeded.

 

Key Responsibilities

  • Serve as the central coordinator for day-to-day operations, ensuring timely completion of client deliverables and internal deadlines.

  • Manage calendars and schedules for Partners, prioritizing tasks to maximize productivity and minimize conflicts.

  • Oversee client onboarding processes, ensuring seamless setup of files, documentation, and communication channels.

  • Monitor workflow across the office, proactively identifying bottlenecks and implementing solutions to keep projects on track.

  • Prepare, review, and format client correspondence, proposals, and reports with a high degree of accuracy and professionalism.

  • Act as a liaison between clients and team members to coordinate meetings, information requests, and follow-ups.

  • Maintain and optimize office systems including digital file management, client databases, and internal tracking tools.

  • Lead administrative initiatives aimed at improving process efficiency, team coordination, and service delivery.

  • Support billing and time entry processes to ensure timely invoicing and accurate records.

  • Assist with organizing meetings, training sessions, and team building events.

  • Manage office supplies, snacks, and kitchen inventory, and ensure the shared office spaces are tidy, clean, and well-stocked to maintain a welcoming environment.

  • Other duties as assigned

Qualifications

  • 2+ years in a client service, relationship management, or operations role—ideally in professional services (accounting, legal, or consulting).  Familiarity with TaxDome considered an asset.

  • Proven ability to manage multiple priorities and deadlines with efficiency, accuracy, and composure in a fast-paced environment.

  • Demonstrates the highest level of integrity, professionalism, and discretion in handling confidential information and sensitive matters.

  • Strong critical thinking and problem-solving skills, with a proactive approach to anticipating needs and resolving issues independently.

  • Self-motivated and resourceful, with the ability to work autonomously and take ownership of tasks from start to finish.

  • Excellent organizational and time management skills, with a sharp attention to detail.

  • Clear and professional communication skills—both written and verbal—with the ability to interact confidently with clients, partners, and team members.

  • Basic bookkeeping or accounting knowledge required, including familiarity with financial documents, data entry, and reconciliation processes is considered an asset.

  • Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and Caseware and TaxCycle is an asset.

  • Committed to continuous improvement and contributing to a positive, collaborative workplace culture.

What We Offer

At Avenir LLP, we believe our people are our greatest asset. We foster a workplace culture grounded in integrity, respect, and professional excellence, where team members are supported to grow both personally and professionally.

  • A values-driven environment – We prioritize honesty, accountability, and exceptional service in everything we do, reflecting our deep commitment to our clients and to each other.

  • Collaborative, team-focused culture – You’ll be part of a supportive and inclusive team that values open communication, knowledge-sharing, and mutual success.

  • Opportunities for growth – We encourage professional development and leadership at all levels, providing resources and mentorship to help you build your career.

  • Flexible work arrangements – We recognize the importance of balance and offer flexibility where possible to help you manage work and life effectively.

  • Competitive compensation and benefits – We offer a strong salary and benefits package, along with the stability of a growing and respected Calgary-based firm.

  • Meaningful work – As a key member of our administrative team, you’ll play an essential role in delivering the exceptional client experience Avenir LLP is known for.

Crystal Reynolds http://www.crystalink.ca