Client Concierge

Rea is a growing Top 100 business advisory & accounting firm providing our clients services in tax, accounting, and business consulting. We have a ‘People First’ culture and we focus on our employees’ well-being and professional development. With over 400 professionals and locations throughout Ohio, our firm has a culture that respects a work-life balance for our team. We also provide competitive compensation and a robust benefits plan. The Client Concierge role serves as a key liaison between our firm and our clients, ensuring a seamless experience through proactive communication, deadline management, and exceptional service. The Client Concierge will work closely with client in-charges and internal teams to support the delivery of accounting, advisory, and consulting services. Responsibilities  Client Interaction & Support   Serve as a primary point of contact for clients, ensuring timely and professional communication   Schedule and coordinate client appointments, meetings, and follow-ups   Request and track missing documentation or information from clients   Respond to client inquiries with accuracy, professionalism, and urgency Administrative Coordination Collaborate with client in-charges to manage workflow and support project timelines.  Maintain and monitor due date lists to ensure deadlines are met. Assist with onboarding new clients and updating client records. Prepare and distribute client communications, reminders, and updates.    Internal Collaboration Work closely with staff across departments to facilitate smooth client service delivery. Support internal teams with administrative tasks related to client engagements. Identify and escalate potential issues or delays to appropriate team members. Requirements   High School diploma/GED required; Associates degree in business preferred.   Experience in an accounting, consulting or advisory firm is preferred   Basic understanding of tax accounting is preferred. Knowledge, Skills and Abilities  Proven experience in a client-facing administrative role, preferably in professional services.   Strong organizational skills and attention to detail. Excellent verbal and written communication skills.  Ability to manage multiple priorities and meet deadlines independently.  Proficiency in Microsoft Office Suite and client management systems. High level of professionalism, discretion, and client service orientation. Familiarity with workflow management tools or CRM systems. A proactive mindset with a commitment to continuous improvement. Benefits Rea offers a wide variety of benefits to help support our employees' health, wellness and financial goals. Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Short Term & Long Term Disability Training & Development Wellness Resources Four (4) weeks PTO Twelve (12) paid holidays, of which three (3) are floating holidays