Client Service Coordinator (Part-Time)

Client Service Coordinator (Part-Time, 9am–2pm CST) Are you organized, detail-oriented, and love helping people? Do you enjoy keeping things on track, solving problems, and making sure no client need slips through the cracks? At SMD Consulting & Accounting, LLC, a boutique CPA firm in Plano, Texas, we provide luxury-level tax consulting, advisory, and bookkeeping services to business owners, medical professionals, and real estate investors. While our consultants focus on strategy, we need someone who ensures clients feel supported every step of the way. We’re looking for a Client Service Coordinator to join our team part-time (9am–2pm). This role is all about supporting our consultants, assisting clients, and keeping communication and organization flowing. What You’ll Do • Help consultants with day-to-day client needs. • Monitor and respond to client emails with professionalism and care. • Ensure client requests are tracked and followed through. • Organize and maintain digital files and documents. • Learn each client over time so you can anticipate needs and provide a personal touch. • Proactively flag issues, follow up on open items, and keep projects moving. • Provide general administrative support to the team. • Grow into additional responsibilities if you’d like—but no pressure if you prefer to stay in this role. What It Takes (Required Skills) • Strong attention to detail—you notice what others miss. • Proactive mindset—you don’t just wait for direction; you anticipate needs. • Excellent written and verbal communication skills. • Problem-solving skills—you like figuring things out and removing roadblocks. • Comfort learning new systems and tools (we’ll train you—no tax/accounting background needed). • Ability to stay organized while juggling multiple tasks. • A positive, professional attitude with clients and team members. What Will Set You Apart (Desired Skills) • Prior customer service or administrative support experience. • Comfort working in a fast-paced professional environment. • Interest in learning the basics of tax/consulting work to better support the team. • Ability to build strong client relationships over time. Why Join SMD? • Part-time flexibility – Work 9am–2pm CST, perfect for balancing work and life. • Meaningful role – You’ll play a key part in ensuring our clients feel cared for. • Positive culture – We’re modern, people-focused, and value collaboration. • Growth potential – If you want to expand into more responsibilities over time, we’ll support it. If not, you’re still a vital member of the team. At SMD, this role isn’t “just admin.” It’s about making sure our consultants can do their best work and our clients feel heard, supported, and valued. Are you ready to be the person who makes that happen? Company DescriptionSMD Consulting & Accounting, LLC is a boutique firm in Plano, TX that helps families and business owners grow and protect their wealth through smart tax strategies, financial planning, and investment guidance. We take a unique, team-based approach by combining tax, law, wealth, and insurance services all under one roof. Our culture is all about collaboration, problem-solving, and supporting each other—we believe great things happen when people work together and feel valued. Apply tot his job Apply To this Job