Client Services Coordinator

Cappit Solutions is a modern and forward-thinking accounting firm based in Toronto, dedicated to supporting businesses with a wide range of financial services. We are committed to delivering exceptional service, building long-term relationships, and constantly evolving to meet the needs of our clients. Join us as we continue to shape the future of accounting and finance.

Position Overview:

We are seeking a proactive and detail-oriented Client Services Coordinator to support our growing Client Services Team. This role will focus on the day-to-day coordination of client communications, administrative support, and resolving general client inquiries. Working closely with the Client Services Manager, the associate will ensure timely and professional client support while helping to streamline internal workflows and enhance the overall client experience.

Key Responsibilities:

Client Onboarding & Administration

• Assist with client onboarding, including gathering documentation, managing checklists, and coordinating initial administrative setup.
• Follow up on proposal signatures, service agreements, and client questionnaires.
• Coordinate the setup of client portals, payment methods, and file-sharing systems.

Client Communication & Support

• Serve as the first point of contact for routine client inquiries, particularly related to CRA accounts, document requests, and minor technical questions
• Build and maintain assigned client relationships
• Track and follow up on outstanding client documents and information requests
• Respond to minor service-related questions

Internal Coordination

• Support the production team by following up with clients for minor deliverables or clarifications.
• Help organize and update client files, workflows, and task trackers using internal tools.
• Manage incoming communications and direct client questions to the appropriate team member when necessary.

Process Support

• Prepare client-facing documents and support revisions.
• Participate in process documentation and improvement initiatives related to client services.
• Support the implementation of client communication campaigns, service updates, and other client engagement initiatives.

Qualifications:

• Post-secondary education in Business Administration, Accounting, Finance, or a related field.
• 1-3 years of experience in a client-facing or administrative support role (experience in a professional services or accounting firm is an asset).
• Excellent written and verbal communication skills.
• Strong organizational skills and attention to detail.
• Proficiency with Microsoft Office Suite and comfort with cloud-based collaboration tools.
• Experience with accounting or CRM software is a plus.

Skills:

• Friendly, courteous, and client focused.
• Able to manage multiple tasks and deadlines effectively.
• Eager to learn and grow within the firm.
• Able to work independently and as part of a team in a fast-paced, remote environment.

Why Join Us: At Cappit, we offer a dynamic and supportive work environment where your contributions will make a significant impact. As a growing firm, we provide ample opportunities for professional development and career growth. If you are passionate about client services and have the drive to excel in a fast-paced setting, we would love to hear from you.

Cappit is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.