Client Services Coordinator

Burkland Associates

3 months ago

4.2 on Glassdoor

Remote

Contract

Junior

4 applicants

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About this role

The Client Services Coordinator at Burkland supports the Director of Client Service Teams by managing analytical and administrative tasks, including assisting with the prospect quoting process, organizing historical quote data, and coordinating team availability for effective staffing. This remote role requires strong English proficiency, attention to detail, and familiarity with tools like Google Sheets and Karbon, as well as the ability to identify process improvements and streamline workflows within a startup environment. The ideal candidate will have 2-4 years of experience in coordination or client services, with a focus on data analysis and operational efficiency.

Skills

Qualifications

Bachelor’s degree in Business, Finance, Economics, Engineering, Data/Analytics, or a related field preferred.

About Burkland Associates

burklandassociates.com

Burkland Associates is a financial services firm that offers comprehensive accounting, tax, and HR solutions tailored specifically for startups and scale-ups. With expertise in fractional CFO services, strategic finance, and compliance, Burkland has partnered with over 800 venture-backed clients across various industries. By providing flexible pricing and rapid onboarding, they help businesses build the financial infrastructure necessary to grow confidently and efficiently. Their team integrates seamlessly with client operations, ensuring proactive support and adaptive solutions that evolve alongside their clients’ needs.