Overview

Join our dynamic team as a Client Manager Coordinator, where your energy and expertise will drive exceptional client experiences and foster long-term relationships. In this pivotal role, you will coordinate client accounts, manage project workflows, and serve as a vital link between clients and internal teams. Your proactive approach and strong communication skills will ensure seamless service delivery, supporting our mission to deliver innovative solutions in the SaaS (Software as a Service) and financial services sectors.

This paid position offers an exciting opportunity to develop your career in account management, customer relationship management, and project coordination within a fast-paced environment.

Responsibilities

- Act as the primary point of contact for clients, ensuring their needs are met with professionalism and enthusiasm.
- Coordinate project timelines, deliverables, and resources across multiple clien

Client Manager – Coordinator Location: Montreal, QC (Hybrid)

About Guindi In a profession that's becoming increasingly automated, we believe relationships matter more—not less. That's why we've spent over 40 years combining modern technology with genuinely personal service. Our clients rely on us not just for financial statements, payroll and tax returns, but for advice, strategy, and someone who understands where they're trying to go.

Behind the scenes, we're constantly building better systems, improving processes, and finding smarter ways to work so our team can spend less time on repetitive tasks and more time solving interesting problems.

What You'll Do

This is a client-facing role for someone who takes pride in being the person who keeps everything moving—and who wants to learn the accounting side along the way.





You'll be the day-to-day contact for a group of owner-managed businesses — the person they reach out to when they need something, and the person who makes sure nothing sits. You keep files moving toward their deadlines, and you have a good instinct for which questions are yours to answer and which belong with the Client Advisor on the file.

The role breaks down like this:

· Client communication (about 40%): Be the main day-to-day contact for your clients—answering routine questions, sending and following up on document requests, and making sure nobody waits long for a reply.

· Workflow and deadlines (about 30%): Keep file status accurate and current, manage scheduling across year-ends, tax filings and remittances, and package files so the Client Advisor can pick them up and get straight to work.

· Bookkeeping and accounting support (about 30%): Pitch in on the accounting work itself—bookkeeping, reconciliations, file prep—and, as you get comfortable, review books against our chart of accounts and norms. No experience needed; we'll teach you.

Beyond that, you'll also:

· Build easy, trusting relationships with the business owners you work with

· Recognize when a question needs technical judgment and get it to the right person quickly

· Keep an accurate picture of where every file stands, without needing to be asked

· Work with our bookkeeping team so the right work happens in the right order, and flag anything unusual early





· Look for ways to make our processes a little better each year

What Makes You a Outstanding Fit

You'll probably fit in well if you:

· Stay on top of a lot of moving pieces without losing track of any of them

· Communicate clearly and warmly, in writing and on the phone

· Follow through on your commitments

· Know the difference between a question you can answer and one that needs to go up

· Take pride in accuracy and getting the details right

· You pick up new concepts quickly and ask good questions

· Are proactive. You chase the missing document before it becomes a problem

· Stay calm and organized, even during busy season

Qualifications

· Experience in a client service, client coordination or project management role

· Excellent organizational skills and a track record of reliable follow-through

· Strong written and verbal communication skills

· Comfort with technology and the ability to get up to speed on new tools quickly

· No bookkeeping or accounting background required — willingness to learn is key

What We Offer

· Competitive compensation package

· Performance bonus opportunities

· Comprehensive health and dental benefits

· Flexible hybrid work environment

· Real ownership of your client group and how you run it

· A collaborative, entrepreneurial culture where your ideas matter

· A team that values excellence, accountability, and having fun along the way

If you like being the person who keeps things running, enjoy working with people, and take pride in nothing falling through the cracks, we'd love to meet you.

Pay: $36,300.00-$80,000.00 per year

Benefits

- Company events
- Extended health care
- Flexible schedule
- Paid time off
- Work from home

Work Location: Hybrid remote in Montréal, QC H3S 1Z6

📌 Client Manager Coordinator (Montreal)
🏢 Guindi u0026 Associates
📍 Montreal