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Client Operations Specialist – Managed Services
Location
Colorado + 3 moreAll locations: Colorado | Florida | Oregon | Washington
Posted
99 days ago
Salary
$18 - $34 / hour
Seniority
Junior
Job Description
Client Operations Specialist – Managed Services
Baker Tilly US
• Prepare, process, format, proofread, and finalize client deliverables (e.g., filings, financial documents, reports, presentations, and related materials) using firm-approved systems and standardized, centralized processes. • Ensure accuracy, completeness, timeliness, and compliance with firm quality control and documentation standards. • Support engagement workflows by tracking due dates, monitoring project status, and prioritizing assigned tasks to ensure timely completion. • Communicate proactively with client service team members regarding status updates, clarifications, and deadline considerations. • Maintain organized electronic files and engagement documentation in accordance with firm policies and regulatory requirements. • Coordinate file closing procedures and ensure proper retention and recordkeeping standards are followed. • Coordinate the production and distribution of client deliverables, including secure electronic delivery and, when applicable, printing, binding, and shipping. • Provide responsive administrative support to client service teams, anticipating needs, addressing routine questions, and helping facilitate a positive and professional client experience. • Execute responsibilities in alignment with centralized workflows and established procedures. • Follow established workflows and procedures; communicate potential issues or inefficiencies to leadership and suggest improvements when appropriate. • Perform additional responsibilities and special projects as assigned to support team and firm objectives.
Job Requirements
- High school diploma or GED required; bachelor’s degree preferred.
- Minimum of 1 year of related experience required.
- Experience in a professional services, accounting, or tax environment preferred.
- Strong customer service orientation with the ability to build and maintain positive working relationships with internal and external stakeholders.
- Excellent verbal and written communication skills; ability to interact professionally with individuals at all levels of the organization.
- Ability to handle confidential and sensitive information with discretion, integrity, and professionalism.
- Strong attention to detail with the ability to follow established procedures, checklists, and guidelines accurately.
- Effective problem-solving skills with the ability to identify issues and recommend practical solutions.
- Strong organizational and time management skills with the ability to manage multiple priorities and meet deadlines in a fast-paced environment.
- Self-motivated and proactive, with the ability to work independently as well as collaboratively in a team setting.
- Ability to quickly learn, adapt to, and navigate new technologies, software systems, and digital tools.
- Intermediate proficiency in Microsoft Office Suite (Word, Excel, Outlook, and PowerPoint).
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
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