Client Services & Operations Coordinator (Accounting & Tax)

About the Company

Phoenix Knight Financial Services is dedicated to providing exceptional financial services to both individual and business clients across British Columbia and Canada. We pride ourselves on our commitment to our clients and our team, offering a supportive work environment with flexible work hours.

Job Title: Client Services & Operations Coordinator (Accounting & Tax)
Location: Vancouver, BC (Hybrid – part remote)
Compensation: ~$26–$30/hour (based on experience)
Type: Full-Time (open to part-time transition)

About Us

PK is a growing accounting and tax practice focused on delivering responsive, high-quality service to individuals and small businesses. We operate as a lean, client-first firm and are building systems to scale efficiently without sacrificing service quality.

Role Overview

We are hiring a Client Services & Operations Coordinator to own the client experience from first contact through onboarding, ongoing communication, and invoicing.

This is a hybrid role combining:

Client communication (email + phone)
CRM/marketing/workflow management
Administrative coordination
Data entry and bookkeeping support
You will work directly with the Principal and play a central role in keeping clients organized, informed, and satisfied.

Key Responsibilities

Client Communication & Coordination

Handle inbound and outbound client communication (email, phone)
Ensure timely responses and follow-ups
Guide clients through onboarding and document collection
Maintain a professional, consistent client experience
CRM & Workflow Management

Manage and update client records in CRM (Odoo)
Track client status from inquiry to invoicing
Ensure no clients fall through the cracks
Coordinate internal workflow and task progression
Administrative & Operational Support

Organize client files and documentation
Assist with invoicing and billing coordination
Support general admin tasks and process improvements
Bookkeeping Support

Basic data entry and categorization
Assist with simple reconciliations
Marketing & Outreach Support

Assist with social media posting and basic outreach coordination
Support inbound/outbound lead handling and follow-ups
What You Will Not Be Doing

Preparing tax returns
Performing accounting work
Qualifications

Required

2–4 years experience in a client-facing administrative, operations, or coordinator role
Strong written and verbal communication skills (English)
Strong technology skills (google suite, Microsoft suite, AI tool, email, etc.)
Highly organized and detail-oriented
Comfortable managing multiple clients/tasks simultaneously
Experience with CRM systems
Preferred

Experience in an accounting, legal, or professional services environment
What Success Looks Like

Clients receive fast, clear, and professional communication
Onboarding is smooth and efficient
CRM is always accurate and up to date
Work is completed as assigned and on time
The Principal is freed up from routine coordination tasks
Work Structure

Hybrid (remote + weekly in-person meetings)
Flexible but reliable working hours
Direct/daily collaboration with the Principal
Job Type: Part-time

Pay: $27.50-$30.00 per hour

Benefits:

Flexible schedule
Work from home
Ability to commute/relocate:

Surrey, BC: reliably commute or plan to relocate before starting work (required)
Application question(s):

Do you live in the lower mainland (Greater Vancouver Area)?
Experience:

Financial services: 2 years (preferred)
Administrative: 2 years (preferred)
Language:

English (required)
Work Location: Hybrid remote in Surrey, BC