THE ORGANIZATION

We are growing, and we are looking for a Client Excellence Coordinator who enjoys helping people, staying organized, and making sure important details do not get missed. This is a hands-on role supporting our Assurance, Accounting and Tax Services team.

You will be a key point of contact for routine client needs, coordinate schedules and information, and help keep client engagements moving. You will work closely with Team Leads and professional staff, with clear direction and support from your Manager.

WHY GIVENS For 80 years, Givens LLP has helped Alberta entrepreneurs build stronger businesses. Today, we are growing our firm, expanding our services, and investing in the people who will help shape what comes next.

We move quickly, set a high standard, and care deeply about doing excellent work. You will be trusted with meaningful responsibility, supported by approachable leaders, and encouraged to ask questions, solve problems, and keep improving.

WHAT YOU CAN EXPECT:

- A hands-on role with meaningful client contact and a variety of daily responsibilities
- Supportive colleagues, approachable leaders, and opportunities to learn
- The opportunity to help clients have a positive, organized experience
- A collaborative team that values relationships, accountability, and follow-through
- A 37.5-hour work week, flexible hours, flex Fridays, hybrid work arrangements where appropriate, and a flexible wellness benefits package

RESPONSIBILITIES You will help keep client service and engagement workflows on track. Your responsibilities will include:

- Respond to routine client inquiries, coordinate appointments, and make sure requests reach the right team member
- Track client requests and commitments, follow up on next steps, and flag service concerns early
- Coordinate schedules and outstanding information for year-end, compilation, tax, review, and audit engagements with Team Leads and the delivery team
- Support recent work intake,



maintain current job status and deadlines in iFirm or approved systems, and flag stalled work or conflicting priorities
- Coordinate document collection, signatures, approved delivery steps, and administrative job close-out after the required professional reviews
- Support new-client onboarding, contact records, portal access, standard correspondence, and service transitions
- Assist with approved billing administration, invoice finalization, payment arrangements, and accounts-receivable follow-up
- Route CRA and other government correspondence to the appropriate professional for review or response
- Keep checklists and administrative procedures current and suggest improvements that reduce delays or client frustration
- Protect confidential information and refer accounting, tax, payroll, regulatory, pricing, and other professional matters to the appropriate person

WHO WILL THRIVE HERE We are looking for people who are humble, hungry, and people-smart:

- Humble: You are open to feedback, willing to learn, and focused on helping the team succeed.
- Hungry: You take initiative, follow through, and notice what needs attention before being asked.
- People-smart: You communicate clearly, build trust, and know when to involve the right person.

You will also be successful if you:

- Enjoy creating a warm, professional experience for clients
- Are organized, accurate, and dependable when managing competing deadlines
- Take ownership of routine issues and escalate sensitive matters appropriately
- Stay calm when priorities shift and keep others informed
- Enjoy improving processes and learning new technology





WHAT YOU BRING What will help you succeed:

- Previous administration, professional-services, or customer-service experience
- Strong client-service and communication skills, including active listening
- Excellent organization, time management, and follow-through
- Ability to coordinate several clients, priorities, and deadlines with minimal supervision
- Sound judgment, discretion, and care with sensitive financial information
- Comfort with Microsoft Office and willingness to learn new systems

Strong assets, but not deal-breakers:

- Experience in an accounting firm or with engagement workflow coordination
- Familiarity with iFirm, CaseWare, QuickBooks, or similar applications
- Relevant education or certificates in administration, customer service, business, or information technology

You do not need to check every box. If the role and our way of working sound like a strong fit, we want to hear from you.

HOW TO APPLY

Please submit your resume through the application link provided with this posting. We would love to hear why client service appeals to you and how you keep competing requests organized.

Apply by copy pasting this link: https://app.sparkhire.com/job_assessments/417fbc53-0046-4d70-b39f-fb94a17dd94c/links/9e6d4655-a565-4914-8991-efb288d80403

The Spark Hire step is a pre-screen. Only candidates selected for a formal interview will be contacted. We appreciate every person who takes the time to apply.

Givens LLP is committed to creating an inclusive workplace. We welcome applicants with diverse backgrounds, experiences, and perspectives and can provide accommodations throughout the recruitment process.

Job Type: Fixed term contract

Pay: $48,000.00-$55,000.00 per year

Experience

- Customer service: 2 years (required)
- Administration: 2 years (required)

Language:
- English (required)

Location:
- Fort Saskatchewan, AB (required)

Work Location: In person

📌 Client Excellence Coordinator (Fort Saskatchewan)
🏢 Givens
📍 Fort Saskatchewan