Client Concierge bei Rea Advisory

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