Client Onboarding and Operations Specialist at Doeren Mayhew in Troy, MI

Job description

• Doeren Mayhew is seeking a Client Onboarding and Operations Specialist supporting the Tax department in our Troy, MI office.

Responsibilities

• Coordinate office projects, process updates and department initiatives, including tracking timelines, deadlines, action items and next steps.
• Maintain project documentation, task lists, workflows, procedures and related resources to support consistency across teams.
• Keep department leaders, internal teams and the office’s project and process resource informed of project status, delays, updates and priorities.
• Support new client onboarding by gathering information, organizing documentation, completing setup tasks and ensuring required steps are completed accurately and on time.
• Provide basic resources and support to clients and internal team members related to client onboarding, portal access, systems and process updates.
• Maintain accurate and consistent client data across firm platforms, including monitoring data entry for accuracy, completeness and missing information.
• Identify data issues, process gaps, system concerns and opportunities for improvement.
• Monitor, test and validate client portals and related systems for usability, functionality and accuracy.
• Report system issues, errors and process concerns, and assist with basic troubleshooting during implementations, updates or day-to-day system use.
• Generate recurring due-date and operational reports, including tracking outstanding items and project-related metrics.
• Support process improvement efforts by gathering and organizing data, documenting best practices and assisting with new or enhanced process implementation.

Requirements

• Associate or bachelor’s degree in business or a related field preferred, or equivalent experience.
• Prior experience in project coordination, administrative support, operations, client service or professional services preferred.
• Ability to quickly learn new software, systems and processes.
• Proficient in Microsoft Word, Excel, PowerPoint and Outlook.
• Experience with SafeSend software preferred.
• Strong attention to detail and commitment to accuracy.
• Excellent organizational and time management skills, with the ability to manage multiple priorities in a fast-paced, collaborative environment.
• Strong written and verbal communication skills.
• Professional, client-focused approach to communication and problem-solving.
• Ability to work overtime during standard busy season (January – April).

Skills

Required

• Microsoft Word
• Microsoft Excel
• Microsoft PowerPoint
• Microsoft Outlook
• SafeSend