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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.
Job Responsibility:
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
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
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
Execute annual governance processes, including license fee memos and conflict-of-interest surveys
Support client participation in benchmarking surveys
Track opportunities and service activities in CRM
Maintain accurate records of accounts, contacts, and roles
Requirements:
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)
Nice to have:
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
What we offer:
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