The Role
The Client Relationship Coordinator at Aprio supports seamless client experiences by managing CRM data, coordinating tasks, and providing administrative support across client interactions and service delivery.
Summary Generated by Built In
Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Join our Firm Alliance team and you will help support clients maximize their opportunities. Aprio has a career opportunity for an Client Relationship Coordinator to join their dynamic group.
The Client Relationship Coordinator plays a critical role in delivering an exceptional client experience by ensuring seamless coordination across all aspects of the client lifecycle. This position supports the Relationship Lead, Account Manager, and service delivery teams with administrative, communication, and compliance tasks. The ideal candidate is highly organized, detail-oriented, and proactive in anticipating needs and resolving issues.
Service Coordination & Administration
- Maintain accurate CRM data and coordinate service contracts.
- Monitor support tickets and ensure timely resolution.
- Manage calendars for client relationship leads and service teams.
- Facilitate member participation in benchmarking surveys.
Client Experience & Communication
- Provide administrative support throughout the client lifecycle.
- Prepare proposals, engagement letters, onboarding/offboarding materials, and presentations.
- Document client interactions and track follow-up actions.
- Coordinate updates to Relationship Development Plans.
Event & Meeting Logistics
- Partner with the Meetings & Events team to organize client interactions, site visits, and participation in Aprio Alliance programs and events.
- Manage scheduling, agendas, presentation materials, travel logistics, and expense tracking.
Governance & Compliance
- Execute annual governance processes, including license fee memos and conflict-of-interest surveys.
- Support client participation in benchmarking surveys.
- Data & Reporting
- Track opportunities and service activities in CRM.
- Maintain accurate records of accounts, contacts, and roles.
Qualifications
- Bachelor's degree in business, Communications, or related field (or equivalent experience).
- 2+ years in client service, account coordination, or project management within a professional services environment.
- Strong organizational skills and attention to detail.
- Excellent communication and interpersonal abilities.
- Proficiency in CRM systems and Microsoft Office Suite.
- Ability to manage multiple priorities in a fast-paced environment.
- High integrity and discretion in handling confidential information.
- Proactive, adaptable, and able to work independently.
- Amenable working on a hybrid work set up and night shift working schedule (8PM - 5AM PHT)
Preferred
- Experience in professional services (consulting, accounting, legal).
- Familiarity with project management and CRM tools (ClickUp, HubSpot).
- Experience with billing and invoicing processes.
- Customer-centric mindset with strong problem-solving skill
Perks/Benefits we offer for full-time team members:
- Wellness program
- HMO coverage
- Rewards and Recognition program
- Free shuttle service (provided by CDC | for onsite employees)
- Free lunch meal (For onsite employees)
- On-demand learning classes
- Discretionary time off and Holidays
- Performance-based salary increase
- Discretionary incentive compensation based on client or individual performance
- Hybrid set up to selected roles/location, terms and conditions may apply
- CPA & Certification Assistance and Bonus Program
What's in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
- A great team: Work with a high-energy, passionate, caring, and ambitious team of professionals in a collaborative culture.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
Skills Required
- Bachelor's degree in business, Communications, or related field
- 2+ years in client service, account coordination, or project management
- Strong organizational skills and attention to detail
- Excellent communication and interpersonal abilities
- Proficiency in CRM systems and Microsoft Office Suite
- Ability to manage multiple priorities in a fast-paced environment
- High integrity and discretion in handling confidential information
- Proactive, adaptable, and able to work independently
- Amenable working on a hybrid work set up and night shift working schedule
- Experience in professional services (consulting, accounting, legal)
- Familiarity with project management and CRM tools (ClickUp, HubSpot)
- Experience with billing and invoicing processes
- Customer-centric mindset with strong problem-solving skill
Aprio Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Aprio and has not been reviewed or approved by Aprio.
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Fair & Transparent Compensation — Pay is generally positioned as competitive and fairly paid across many roles, with clearer benchmarking helped by public job-posted ranges and compensation aggregators.
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Healthcare Strength — Health, dental, and vision coverage is positioned as comprehensive and available from day one for full-time hires, which is stronger than the more typical waiting-period approach.
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Retirement Support — Retirement offerings include a 401(k) with profit sharing and access to FSA/Dependent Care accounts, which can improve total rewards when firm performance supports contributions.
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The Company
What We Do
Aprio is a premier CPA and business advisory firm that advises clients and associates on how to achieve what’s next. Aprio’s associates work as integrated teams across advisory, assurance, tax, outsourcing, staffing and private client services, bringing the best thinking and personal commitment to each client. Across practices, Aprio brings together proven expertise, deep understanding and strategic foresight for industries including Manufacturing and Distribution; Non-Profit and Education; Professional Services; Real Estate and Construction; Retail, Franchise and Hospitality; and Technology and Blockchain. Headquartered in Atlanta, Georgia, Aprio has grown to over 1,000+ team members. To serve clients wherever life or business may take them, Aprio’s teams speak more than 30 languages and work with clients in over 50 countries.
