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Client Excellence Coordinator

Jacobson Lawrence & Company · Mechanicsville, VA, United States · On Site · Active · Rippling ATS

Job facts

FieldValue
CompanyJacobson Lawrence & Company
TitleClient Excellence Coordinator
Normalized title-
Department / teamAdministrative & Hybrid Support
LocationMechanicsville, VA, United States
Work modelOn Site
Employment typeFull Time
Salary-
Statusactive
ATS providerRippling ATS
Posted / first seen2025-12-16 / 2026-05-29
Changed / last seen2026-06-06 / 2026-06-06

Related slices

PageWhat it containsOpen
Company jobsActive postings from Jacobson Lawrence & Company.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through Rippling ATS.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in Mechanicsville.Open
Department jobsActive postings in Administrative & Hybrid Support.Open
Work model jobsActive On Site postings.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

CompanyJacobson Lawrence & Company
Sourcef21c98d8-1b0b-43a5-aaa3-18143890aa96
ATS providerRippling ATS

Description

company Jacobson Lawrence & Company Our Mission At JLCO Inc. , our mission is to deliver a comprehensive and holistic approach to professional services, offering more than traditional accounting and tax support. Our Vision Our vision is to act as a central advisor and trusted influence, providing an ecosystem of solutions designed to address every aspect of each of our firms' clients' financial health and well-being, and meet their ever-changing needs. Our Core Values These principles guide everything we do, from client relationships to team collaboration. Integrity in Every Action We believe trust is the foundation of every client relationship and every internal partnership. At JLCO, integrity means doing the right thing even when no one is watching. From tax compliance to IT security, we uphold industry-leading standards of honesty, transparency, and accountability to guide every decision we make. Collaboration that Elevates We achieve more when we work together. Collaboration at JLCO means breaking down silos between offices, departments, and teams to create a dynamic client and employee experience. By respecting each other's strengths and sharing knowledge, we elevate not only our teams, but the clients and community we serve. Innovation with Purpose We embrace change and harness technology to move our clients and our firm forward. At JLCO, innovation isn't about chasing trends — it's about implementing solutions that create efficiency, deliver clarity, and open new possibilities for growth. Every technology and tool we adopt is tested to ensure it aligns with our mission of empowering our clients toward their best future. role Job Posting Title Client Excellence Coordinator Job Description Job Description As part of our operations team, you will play a critical role to ensure a high level of customer service to both our staff and clients. This includes organizing information and responding to and anticipating client service requests so we can better service our clients and continue to ensure we output the high-quality work that we are known for. Coordinators can think independently, take initiative and perform the duties with a high degree of accuracy while maintaining a positive attitude as is essential to succeeding in this role. Duties will include, but are not limited to: Contacting clients for missing information required to complete their tax/accounting work Obtaining and organizing incoming client information, assessing for completeness and utilizing appropriate software systems to accurately maintain information Coordinating deliverables to client Working with client investment advisors to ensure required information is obtained for client work Assisting in the coordination of outsourced tax returns Maintaining client contact information and instructions Scheduling and email correspondence on behalf of professionals Coordinating incoming prospects through a sales pipeline Assisting with facilitate new client onboarding Maintaining a high-quality client journey Coordinating intradepartmental communication Coordinating meetings internally and externally Qualifications One or more years of client service, accounting, financial or law industry experience. Tax and accounting experience preferred. Minimum of an Associate degree or equivalent work experience Extremely high attention to detail. Immediate proficiency with Microsoft Office. Tax software and CRM experience preferred. Demonstrate ability to learn and work with various software programs with relative ease Excellent listening, written and verbal communication skills Time management and organizational skills; ability to handle multiple responsibilities and changing priorities Ability to analyze situations critically and objectively to produce the best possible outcome Escalate operational and client issues as needed Customer service focus and ability to multitask Discretion when handling confidential information Due to the nature of our business, we do experience periods of peak workload, typically from January to April 15th and September to October 15th, with busier periods being closer to deadline dates. A requirement of this role is the ability to work occasional overtime during this peak workload period and that may include a partial Saturday(s).

Full job record

Job IDa05965ba3395f94060aaebe6a3ce1d6a81d02998
Org IDf4e13e86-d285-427c-ba75-35e3b24c3665
Source IDf21c98d8-1b0b-43a5-aaa3-18143890aa96
Board IDf21c98d8-1b0b-43a5-aaa3-18143890aa96
Providerrippling
Provider Job Key63edc449-d0da-49a4-b3fc-661bd27384bd
TitleClient Excellence Coordinator
Normalized Title—
Statusactive
Activeyes
Location TextMechanicsville, VA, United States
DepartmentAdministrative & Hybrid Support
Team—
Employment Typefull_time
Workplace Typeon_site
Remote Policy—
CountryUnited States
RegionVA
CityMechanicsville
Salary Raw—
Salary Min—
Salary Max—
Salary Currency—
Salary Period—
Source URLhttps://ats.rippling.com/jacobson-lawrence-company/jobs/63edc449-d0da-49a4-b3fc-661bd27384bd
Apply URLhttps://ats.rippling.com/jacobson-lawrence-company/jobs/63edc449-d0da-49a4-b3fc-661bd27384bd
First Seen At2026-05-29 07:17:57Z
Last Seen At2026-06-06 08:45:37Z
Last Checked At2026-06-06 08:45:37Z
Last Changed At2026-06-06 08:45:37Z
Inactive At—
Source Posted At2025-12-16 18:05:39Z
Source Updated At—
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Event Fields
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      "role": "<meta><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:start;\"><span style=\"color:rgb(38,35,33);font-size:10.5pt;white-space:pre-wrap;\">Job Posting Title</span><span style=\"white-space:pre-wrap;\">Client Excellence Coordinator</span></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:start;\"><span style=\"white-space:pre-wrap;\">Job Description</span></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:9pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:center;\"><b><strong style=\"white-space:pre-wrap;\">Job Description</strong></b></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:9pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:start;\"><span style=\"white-space:pre-wrap;\">As part of our operations team, you will play a critical role to ensure a high level of customer service to both our staff and clients. This includes organizing information and responding to and anticipating client service requests so we can better service our clients and continue to ensure we output the high-quality work that we are known for. Coordinators can think independently, take initiative and perform the duties with a high degree of accuracy while maintaining a positive attitude as is essential to succeeding in this role.</span></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:9pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:center;\"><b><strong style=\"white-space:pre-wrap;\">Duties will include, but are not limited to:</strong></b></p><ol data-pattern=\"deciLoAlphaLoRom\" data-depth=\"1\" style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:decimal;\"><li style=\"color:rgb(34,34,34);font-size:9pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"white-space:pre-wrap;\">Contacting clients for missing information required to complete their tax/accounting work</span></li><li style=\"color:rgb(34,34,34);font-size:9pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"white-space:pre-wrap;\">Obtaining and organizing incoming client information, assessing for completeness and utilizing appropriate software systems to accurately maintain information</span></li><li style=\"color:rgb(34,34,34);font-size:9pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"white-space:pre-wrap;\">Coordinating deliverables to client</span></li><li style=\"color:rgb(34,34,34);font-size:9pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"white-space:pre-wrap;\">Working with client investment advisors to ensure required information is obtained for client work</span></li><li style=\"color:rgb(34,34,34);font-size:9pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"white-space:pre-wrap;\">Assisting in the coordination of outsourced tax returns</span></li><li style=\"color:rgb(34,34,34);font-size:9pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"white-space:pre-wrap;\">Maintaining client contact information and instructions</span></li><li style=\"color:rgb(34,34,34);font-size:9pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"white-space:pre-wrap;\">Scheduling and email correspondence on behalf of professionals</span></li><li style=\"color:rgb(34,34,34);font-size:9pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"white-space:pre-wrap;\">Coordinating incoming prospects through a sales pipeline</span></li><li style=\"color:rgb(34,34,34);font-size:9pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"white-space:pre-wrap;\">Assisting with facilitate new client onboarding</span></li><li style=\"color:rgb(34,34,34);font-size:9pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"white-space:pre-wrap;\">Maintaining a high-quality client journey</span></li><li style=\"color:rgb(34,34,34);font-size:9pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"white-space:pre-wrap;\">Coordinating intradepartmental communication</span></li><li style=\"color:rgb(34,34,34);font-size:9pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"white-space:pre-wrap;\">Coordinating meetings internally and externally</span></li></ol><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:9pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:center;\"><b><strong style=\"white-space:pre-wrap;\">Qualifications</strong></b></p><ol data-pattern=\"deciLoAlphaLoRom\" data-depth=\"1\" style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:decimal;\"><li style=\"color:rgb(34,34,34);font-size:9pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"white-space:pre-wrap;\">One or more years of client service, accounting, financial or law industry experience. Tax and accounting experience preferred.</span></li><li style=\"color:rgb(34,34,34);font-size:9pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"white-space:pre-wrap;\">Minimum of an Associate degree or equivalent work experience</span></li><li style=\"color:rgb(34,34,34);font-size:9pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"white-space:pre-wrap;\">Extremely high attention to detail.</span></li><li style=\"color:rgb(34,34,34);font-size:9pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"white-space:pre-wrap;\">Immediate proficiency with Microsoft Office. Tax software and CRM experience preferred.</span></li><li style=\"color:rgb(34,34,34);font-size:9pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"white-space:pre-wrap;\">Demonstrate ability to learn and work with various software programs with relative ease</span></li><li style=\"color:rgb(34,34,34);font-size:9pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"white-space:pre-wrap;\">Excellent listening, written and verbal communication skills</span></li><li style=\"color:rgb(34,34,34);font-size:9pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"white-space:pre-wrap;\">Time management and organizational skills; ability to handle multiple responsibilities and changing priorities</span></li><li style=\"color:rgb(34,34,34);font-size:9pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"white-space:pre-wrap;\">Ability to analyze situations critically and objectively to produce the best possible outcome</span></li><li style=\"color:rgb(34,34,34);font-size:9pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"white-space:pre-wrap;\">Escalate operational and client issues as needed</span></li><li style=\"color:rgb(34,34,34);font-size:9pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"white-space:pre-wrap;\">Customer service focus and ability to multitask</span></li><li style=\"color:rgb(34,34,34);font-size:9pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"white-space:pre-wrap;\">Discretion when handling confidential information</span></li></ol><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:9pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:center;\"><b><strong style=\"white-space:pre-wrap;\">Due to the nature of our business, we do experience periods of peak workload, typically from January to April 15th and September to October 15th, with busier periods being closer to deadline dates. A requirement of this role is the ability to work occasional overtime during this peak workload period and that may include a partial Saturday(s).</strong></b></p>",
      "company": "<meta><h2 style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;line-height:1.6;font-size:29pt;font-weight:600;letter-spacing:0.5px;margin-top:18px;margin-bottom:4px;text-align:center;padding-left:0px;\"><span style=\"white-space:pre-wrap;\">Jacobson Lawrence &amp; Company</span></h2><h2 style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;line-height:1.6;font-size:29pt;font-weight:600;letter-spacing:0.5px;margin-top:18px;margin-bottom:4px;text-align:center;padding-left:0px;\"><span style=\"white-space:pre-wrap;\">Our&nbsp;</span><span style=\"color:rgb(66,56,157);white-space:pre-wrap;\">Mission</span></h2><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:15pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:center;\"><span style=\"white-space:pre-wrap;\">At&nbsp;</span><b><strong style=\"color:rgb(54,47,120);white-space:pre-wrap;\">JLCO Inc.</strong></b><span style=\"white-space:pre-wrap;\">, our mission is to deliver a comprehensive and holistic approach to professional services, offering more than traditional accounting and tax support.</span></p><h2 style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;line-height:1.6;font-size:36pt;font-weight:600;letter-spacing:0.5px;margin-top:18px;margin-bottom:4px;text-align:center;padding-left:0px;\"><span style=\"white-space:pre-wrap;\">Our&nbsp;</span><span style=\"color:rgb(66,56,157);white-space:pre-wrap;\">Vision</span></h2><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:15pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:center;\"><span style=\"white-space:pre-wrap;\">Our vision is to act as a central advisor and trusted influence, providing an ecosystem of solutions designed to address every aspect of each of our firms' clients' financial health and well-being, and meet their ever-changing needs.</span></p><h2 style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;line-height:1.6;font-size:36pt;font-weight:600;letter-spacing:0.5px;margin-top:18px;margin-bottom:4px;text-align:center;padding-left:0px;\"><span style=\"white-space:pre-wrap;\">Our&nbsp;</span><span style=\"color:rgb(66,56,157);white-space:pre-wrap;\">Core Values</span></h2><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:13.5pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:center;\"><span style=\"white-space:pre-wrap;\">These principles guide everything we do, from client relationships to team collaboration.</span></p><h3 style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;line-height:1.6;font-size:15pt;font-weight:600;letter-spacing:0.25px;margin-top:14px;margin-bottom:4px;text-align:center;padding-left:0px;\"><span style=\"white-space:pre-wrap;\">Integrity in Every Action</span></h3><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:center;\"><span style=\"white-space:pre-wrap;\">We believe trust is the foundation of every client relationship and every internal partnership. At JLCO, integrity means doing the right thing even when no one is watching. From tax compliance to IT security, we uphold industry-leading standards of honesty, transparency, and accountability to guide every decision we make.</span></p><h3 style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;line-height:1.6;font-size:15pt;font-weight:600;letter-spacing:0.25px;margin-top:14px;margin-bottom:4px;text-align:center;padding-left:0px;\"><span style=\"white-space:pre-wrap;\">Collaboration that Elevates</span></h3><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:center;\"><span style=\"white-space:pre-wrap;\">We achieve more when we work together. Collaboration at JLCO means breaking down silos between offices, departments, and teams to create a dynamic client and employee experience. By respecting each other's strengths and sharing knowledge, we elevate not only our teams, but the clients and community we serve.</span></p><h3 style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;line-height:1.6;font-size:15pt;font-weight:600;letter-spacing:0.25px;margin-top:14px;margin-bottom:4px;text-align:center;padding-left:0px;\"><span style=\"white-space:pre-wrap;\">Innovation with Purpose</span></h3><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:center;\"><span style=\"white-space:pre-wrap;\">We embrace change and harness technology to move our clients and our firm forward. At JLCO, innovation isn't about chasing trends — it's about implementing solutions that create efficiency, deliver clarity, and open new possibilities for growth. Every technology and tool we adopt is tested to ensure it aligns with our mission of empowering our clients toward their best future.</span></p>"
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          "fieldType": "PRONOUN"
        },
        {
          "oid": "current_company",
          "title": "Current company",
          "required": false,
          "fieldType": "SHORT_ANSWER"
        },
        {
          "oid": "phone_number",
          "title": "Phone number",
          "required": true,
          "fieldType": "PHONE_NUMBER"
        },
        {
          "oid": "location",
          "title": "Location (city only)",
          "required": true,
          "fieldType": "SHORT_ANSWER"
        },
        {
          "oid": "resume",
          "title": "Resume",
          "required": true,
          "fieldType": "FILE"
        },
        {
          "oid": "cover_letter",
          "title": "Cover letter",
          "required": false,
          "fieldType": "FILE"
        }
      ],
      "customQuestions": {
        "fields": [
          {
            "oid": "first_name",
            "title": "First name",
            "required": true,
            "fieldData": {},
            "fieldType": "SHORT_ANSWER"
          },
          {
            "oid": "last_name",
            "title": "Last name",
            "required": true,
            "fieldData": {},
            "fieldType": "SHORT_ANSWER"
          },
          {
            "oid": "email",
            "title": "Email",
            "required": true,
            "fieldData": {},
            "fieldType": "SHORT_ANSWER"
          },
          {
            "oid": "pronouns",
            "title": "Pronouns",
            "required": false,
            "fieldData": {},
            "fieldType": "PRONOUN"
          },
          {
            "oid": "current_company",
            "title": "Current company",
            "required": false,
            "fieldData": {},
            "fieldType": "SHORT_ANSWER"
          },
          {
            "oid": "phone_number",
            "title": "Phone number",
            "required": true,
            "fieldData": {},
            "fieldType": "PHONE_NUMBER"
          },
          {
            "oid": "location",
            "title": "Location (city only)",
            "required": true,
            "fieldData": {},
            "fieldType": "SHORT_ANSWER"
          },
          {
            "oid": "resume",
            "title": "Resume",
            "required": true,
            "fieldData": {},
            "fieldType": "FILE"
          },
          {
            "oid": "cover_letter",
            "title": "Cover letter",
            "required": false,
            "fieldData": {},
            "fieldType": "FILE"
          }
        ]
      },
      "additionalQuestions": null
    },
    "hasAIEvaluationsEnabled": false,
    "eeocQuestionnaireEnabled": true,
    "applicationConfirmationTemplate": "6939b490218c8d04ea16a0ce",
    "eeocQuestionnaireEnabledForJobPost": true
  },
  "detail_meta": {
    "url": "https://ats.rippling.com/api/v2/board/jacobson-lawrence-company/jobs/63edc449-d0da-49a4-b3fc-661bd27384bd",
    "http_status": 200,
    "content_type": "application/json",
    "response_bytes": 17423
  },
  "detail_errors": []
}
Get this page with API

Rendered from the bluedoor Job Postings API. Reproduce it:

GET https://api.bluedoor.sh/job-postings/v1/jobs/a05965ba3395f94060aaebe6a3ce1d6a81d02998?include=descriptionJSON
GET https://api.bluedoor.sh/job-postings/v1/orgs/f4e13e86-d285-427c-ba75-35e3b24c3665JSON
GET https://api.bluedoor.sh/job-postings/v1/sources/f21c98d8-1b0b-43a5-aaa3-18143890aa96JSON
GET https://api.bluedoor.sh/job-postings/v1/jobs/a05965ba3395f94060aaebe6a3ce1d6a81d02998/eventsJSON

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