If you enjoy bringing structure to complex work, collaborating with a wide range of people, and learning how the services we provide come together for clients, this role offers a rare behind‑the‑scenes view of a growing practice. As an Advisory Client Services Coordinator, you’ll play a key role in supporting advisory and software engagements from start to finish. This is a new and evolving position, ideal for someone who values variety, wants to help shape how things work, and enjoys being trusted to think critically.

The Advisory Client Services Coordinator supports the Client Advisory Services and Software Solutions teams, and you’ll coordinate projects, workflows, and communications that keep client engagements moving smoothly. You’ll partner closely with engagement managers, internal teams, and clients to manage scheduling, documentation, onboarding activities, renewals, and ongoing service support. The role is highly collaborative and requires strong prioritization, attention to detail, and professional judgment as you balance multiple deadlines and requests.

ESSENTIAL JOB FUNCTIONS 

• Coordinate and track client engagements across assigned CAS advisory teams and Software Solutions client lifecycle activities, including scheduling, timelines, action plans, workflow tracking, and communication of progress 

• Manage administrative components of CAS engagements, including initiation, conflict checks, budget support, resource coordination, and deliverable preparation 

• Assist in the Software Solutions sales-to-onboarding lifecycle by gathering client and prospect information, registering prospects on applicable platforms, completing portal access and setup, and conducting prospect research to support tailored service offerings 

• Partner with CAS Engagement Managers and SS leadership to confirm scope requirements, readiness metrics, and service expectations; initiate client communications with appropriate oversight 

• Monitor and ensure completion of required CAS engagement controls, project procedures, and milestones throughout the engagement lifecycle 

• Initiate, track, and follow up on execution of client service agreements and follow up with clients as necessary (reworded) 

• Create, maintain, and improve project management tools, templates, trackers, and procedures that support successful CAS advisory engagements and recurring SS workflows 

• Develop, update, and roll forward scheduling spreadsheets and other project management lists to support recurring workflows for CAS and SS 

• Assist current Software Solutions clients with coordination of updating information in internal and external systems, including pre‑invoicing support, renewal pricing, and service structure setup within external platforms 

• Support ongoing Software Solutions client care by coordinating communications that promote client health, including check-ins, training opportunities, product needs assessment, and awareness of new releases 

• Support service delivery materials for CAS engagements, including formatting reports, preparing client-facing documentation, and coordinating readiness of deliverables  

• Pull financial data and reports from accounting systems (e.g., QuickBooks Online) to support CAS advisory engagements and coordination with Tax and other service lines 

• Support regulatory and compliance-related activities, including electronic filings, required submissions, and adherence to firm procedures 

• Monitor Client Services and CAS Help Desk requests and execute as appropriate 

• Collaborate closely with other Client Service Coordinators and cross-functional teams; complete special projects as assigned to ensure continuity of service and alignment with firm priorities 

Education: High school diploma; or a combination of education and directly related work experience. You must pass a background check, including a credit check, at any time to remain eligible for this position. 

Experience: 1 year of experience in project coordination, accounting operations, or financial controls and progressively been responsible for providing support to multiple constituents. Previous professional services company experience preferred. 

Pay Rate Range: $28.51 per hour minimum to $42.77 per hour maximum pay range

Benefits: At Clark Nuber, we believe in supporting our employees both professionally and personally from day one. Here's what you can expect:

• Comprehensive Insurance Coverage: We offer fully paid medical, dental, vision, life, short-term and long-term disability, and AD&D insurance for employees. Dependent coverage is subsidized, with all benefits starting on your first day.
• Time Off & Flexibility: Enjoy 10 paid holidays, up to 5 weeks of flexible time off annually, and a sabbatical program for tenured employees—because we value work-life integration. We provide paid parental leave to support you and your family during important life moments.
• Professional Growth: We’re committed to your development. We cover licensing, certifications, tuition, and association fees to help you grow your career.
• Financial Wellness: Our benefits include a matching 401(k), annual profit-sharing, special performance bonuses, and on-the-spot recognition rewards.

At Clark Nuber, we foster a culture of excellence, flexibility, and continuous learning—because when you thrive, we all do.

Clark Nuber is dedicated to cultivating a diverse and inclusive workplace. We strive to create an environment where employees are valued, empowered to positively support our business objectives and clients, and recognized for their individual and team contributions. We believe that building an inclusive culture is essential for all our employees to bring their authentic, whole selves to work and experience a sense of belonging and support. Our culture is to lead with respect and acceptance of difference. We expect all employees to embrace this principle and to express it in workplace interactions and through everyday practices.

Please note that transcription or recording of interviews is not permitted per Clark Nuber policy. Clark Nuber complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].

This position is open until filled and you can apply by clicking the APPLY button and completing the online application.

Clark Nuber does not accept unsolicited candidates, resumes, or referrals from staffing agencies or third parties unless there is a signed agreement in place. Any submissions to any employee or owner of Clark Nuber without a pre-existing agreement will be considered Clark Nuber’s property and not subject to fees. For existing agreements, a role must be approved by the Human Resources department in writing and open to external search; otherwise, submittals and referrals will be considered Clark Nuber property and not subject to fees. For inquiries regarding referrals or contracts, please contact [email protected].