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Client Operations Coordinator

雇主

Uprise - Embedded Tax and Advisory

地点

全国范围 · 美国

待遇

$136,592-$136,592/year

工作模式

线下

截止日期

1月5日

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岗位摘要

Support the delivery of a high-touch, proactive client experience for individuals with complex finan

岗位职责

About Uprise Uprise'smission is to give everyone in the world the ability to optimize their finances. We're a premium tax and advisory firm for people with genuinely complex finances: business owners, real estate, stock comp, and more. We pair expert tax professionals and advisors with technology to deliver a high-touch, proactive experience that traditional firms can't, and we reach clients by embedding inside the platforms and advisory firms they already trust: partners like HoneyBook, NerdW…

申请条件

The ideal candidate will have a bachelor's degree or equivalent experience, with 1-3 years of experience in client operations, customer service, or a related field.
You should possess excellent communication and interpersonal skills, with the ability to build rapport with clients and partners.

雇主简介

Uprise是一家高端税务和咨询公司，为拥有复杂财务状况的个人（如企业主、房地产投资者和股票薪酬持有者）提供专家税务顾问和技术驱动的主动服务，并通过嵌入合作伙伴平台（如HoneyBook、NerdWallet）来触达客户。

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