Client Services Coordinator (Ontario)

Client Services Coordinator (Ontario)

21 Aug
|
Baker Tilly Canada Cooperative
|
Ontario

21 Aug

Baker Tilly Canada Cooperative

Ontario

Be part of something bigger. Build with us today — Now, for tomorrow. At Baker Tilly, we care about the impact you make. That’s why we’re invested in your growth from day one—because the steps you take today define your tomorrow.
We are looking for a Client Services Coordinator to join our team—a role where you deliver exceptional client service and support practice operations by managing reception, communications, meetings, client deliverables, and office readiness while ensuring work is handled accurately, securely, professionally, and in line with firm quality and compliance standards.
Baker Tilly is a leading advisory and accounting firm dedicated to building better futures. With global reach and local roots, we combine the scale of a network with the trust of solid relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with clarity.
“There is no limit to the growth opportunities at Baker Tilly. We pride ourselves on promoting talent when we see it, and work with each professional to define what success means for them.”
Your role: The Client Services Coordinator delivers exceptional client service and supports practice operations by managing reception, communications, meetings, client deliverables, and office readiness while ensuring work is handled accurately, securely, professionally, and in line with firm quality and compliance standards.
Communication & Client Service
Manage the reception area including answering and directing incoming calls, greeting clients.
Screen and redirect client enquiries, gauge urgency, and elevate as required.
Coordinate secure client communications, information requests, document exchanges, year-end letters, legal letters, and other engagement-related correspondence with clients and authorized third parties while maintaining confidentiality requirements.
Meetings & Facilities Coordination
Ensure boardroom, reception and common areas are tidy and presentable with all necessary stationary, forms, and supplies available.
Coordinate meeting logistics including scheduling, room bookings, calendar management, and virtual meeting setup
Manage and order office supplies.




Assist with building maintenance and operational issues.
Support daily office operations including workspace readiness, facility coordination, and office opening and closing procedures
Manage courier services, outgoing mail, inter-office transfers, and document delivery tracking.
Payments& General Administration
Perform daily accounts receivable functions including cheque and cash deposits, debit/credit card transactions and communication with clients regarding their account balance.
Other general administrative duties as required including filing, photocopying, scanning, and faxing.
Document Management & Workflow
Prepare, review, distribute, and track client-facing documents and engagement correspondence, ensuring they meet firm quality and document standards.
Maintain electronic records through document retention, archiving, retrieval, resolution management, and lockdown processes
Coordinate client document intake, job setup, and workflow routing to support tax and assurance engagement processes
Log, track, and maintain client documents and workflow information within firm systems including iFirm, CaseWare, TaxPrep, ShareFile, and document management platforms.
Prepare, distribute, review, and archive legal correspondence and annual resolutions.
Professionalism & Ethics
Uphold ethical standards and exercise sound professional judgment.
Collaborate effectively with team members and support a positive work environment.
Technical Skills
Expected to work effectively with firm-approved tools and platforms, which may include Office 365 applications, iFirm TaxPrep, CaseWare, Adobe eSign, and iFirm Client Portal, and to follow cybersecurity and secure data handling protocols.
What you bring to the table: Post-secondary diploma or degree.




Administrative or client service experience; skilled services experience is an asset.
Strong technical skills and a willingness to learn new systems; prior experience with specific software is not required.
Strong organization, time management, communication, and attention to detail.
Sound judgment, discretion, and professionalism when handling sensitive information.
Adaptable, dependable, and able to work independently and collaboratively.
What’s in it for you? Driving your own potential:
Merit-based promotions and uncapped growth opportunities;
Individual performance-based annual bonuses;
Professional development budget; and
Dedicated Coach to support development and career advancement.
Enjoying more time away from the office and work-life balance:
Two additional weeks of paid time off during the Summer months.
Giving back to the community:
Three paid days off to volunteer;
Local charitable initiatives; and
A commitment to help you achieve your personal goals outside work.
Where you’ll work: We are currently hiring for our offices in Guelph, Ontario.
Job Type: Permanent, Full-time
100% in-office
Salary range: $50,000 - $55,000 per annum.
Monday to Friday, 8:30am to 5:00pm and Saturdays in April from 9:00am-1:00pm
Standard hours are 7.5 hours per day. Hours increase during peak season, January to April.
When you join Baker Tilly, you become part of something bigger—an ambitious, forward-thinking company that puts people first. Ideas matter, perspectives count, and every contribution builds a stronger future. If you’re ready to make an impact, we’re ready to meet you.
Position Status: This job posting is for an existing vacancy within our organization.
We are committed to transparency in our hiring process. Please note the following information regarding this job posting:
Baker Tilly GWD LLP is an equal opportunity employer. We are committed to building and maintaining an inclusive work environment. We recognize the strength of diversity and encourage applications from all qualified candidates. Accommodation is available to all applicants upon request through our recruitment and selection process.

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📌 Client Services Coordinator (Ontario)
🏢 Baker Tilly Canada Cooperative
📍 Ontario

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