At Wipfli, people count
The way you think makes you different. At Wipfli, we embrace that.
Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli.
We’re also focused on helping you achieve success with balance. From hybrid schedules and flexible time off to training programs and mental wellness initiatives, we take care of our team.
If you want to be in an environment where you can grow, feed your curiosity and make a difference, Wipfli is the place for you.
The Client Experience Coordinator II is responsible for providing exceptional client service by supporting the day-to-day activities of the client and engagement team for large, new and/or complex clients with a focus on client relationship management, driving efficiencies, and quality of service.
Responsibilities:
- Act as project coordinator to ensure project schedule, work in progress, and client engagement deliverables to ensure timelines and needs are met.
- Schedule engagement resources for successful and timely completion of client commitments.
- Maintain and update client databases (e.g. CRM, CaseWare, GoFileRoom, STAR) to ensure an accurate record of client information, files and leads.
- Prepare, deliver, and track engagement documents for efficient flow of information and timely completion of projects.
- Create project status reports for assigned service line to increase visibility to workflow.
- Prepare agendas for client meetings including engagement kick-off meetings, engagement status meetings, engagement exit meetings, and other project related meetings.
Qualifications:
- Associate degree preferred.
- 5+ years of experience in a customer/client service role.
- Manage and organize work in a fast-past environment with multiple priorities.
- Project coordination experience preferred.
- Proven team player with positive attitude.
- Excellent written and oral communication skills.
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, citizenship status, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com.
Wipfli supports equal pay for equal work and values each candidate’s unique experiences and skill sets. The estimated pay range for this position is: $39,500.00 to $65,000.00. Compensation within the range is determined by a variety of factors including, but not limited to, location, individuals' skills, experience, training, licensure and certifications, business needs and applicable employment laws.
Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process.
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Employee Benefits:
- Generous parental leave
- Health, dental, vision and life insurance benefits
- Tuition reimbursement
- 401(K) matching and profit share
- Performance bonus
- Flexible work schedule and vacation policy