Overview

Job Title: Client Services Coordinator.

Location: London, Ontario on-site.Employment Type: Full Time, Permanent.

Vacancy Type: Existing Vacancy.

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Established in 1952 as a family business with deep roots in rural communities, FBC has grown to become one of Canada’s largest tax and financial consulting firms for small businesses. With 12 branches across the country, we support over 15,000 Canadian entrepreneurs and small business owners, including farmers, construction contractors, skilled trades, and self-employed professionals. At FBC, a membership is more than just a single tax filing—it’s a long-term partnership. We work alongside our members throughout their lives, saving them over 22 million dollars through year-round collaboration on optimal tax strategies and planning, allowing them to focus on what matters most: running their businesses and enriching their communities.

Position Overview

As the first point of contact for our Members, the Client Services Coordinator delivers exceptional customer service while serving as a key liaison between FBC and its Members. This role is responsible for managing Member inquiries, scheduling appointments, maintaining client records, coordinating documentation and communications, and working closely with internal teams to ensure seamless service delivery and a positive Member experience. You will perform your duties and responsibilities for the Company primarily from our office located in London, Ontario.

Key Responsibilities

- Provide exceptional customer service to Members and act as a primary point of contact for inquiries and support.
- Build and maintain positive relationships with Members to ensure a high level of satisfaction.
- Work closely with Tax Advisors, coordinating communications, appointments, and follow-up activities between Advisors and Members.
- Assist with onboarding new Members and ensuring a positive client experience.




- Manage confidential documents and correspondence, including uploading, filing, emailing, mailing, and obtaining required authorizations.
- Assist Members with CRA-related inquiries, resources, online payments, benefits information, and account requests.
- Respond to CRA inquiries on behalf of Members and ...as required.
- Maintain accurate client records, databases, and files.
- Prepare reports, correspondence, and other client-facing documents.
- Coordinate with internal departments to resolve issues and ensure effective service delivery.
- Identify Member concerns and provide timely, effective solutions.

Education and Experience

- 2+ years of direct customer service experience, delivering exceptional support
- Business Administration diploma or certificate with a focus on bookkeeping, accounting, or a related field is a strong asset.
- Familiarity with tax processes and bookkeeping is an asset.

Knowledge, Skills and Abilities

- Strong customer service orientation with a commitment to delivering a positive Member experience.
- Excellent written, verbal, and telephone communication skills, with the ability to interact professionally with Members, Advisors, CRA representatives, and third parties.
- Strong document management and records administration skills, with a high degree of accuracy and attention to detail.
- Proven ability to identify, resolve, and escape issues appropriately in a timely manner.
- Exceptional organizational, prioritization, and time-management skills, with the ability to manage multiple tasks and deadlines in a fast-paced environment.
- Proficiency with Microsoft Office applications and other business systems to prepare correspondence, maintain records, and support daily operations.
- Ability to learn current processes, systems, and procedures quickly and effectively.
- Strong interpersonal skills and sound judgment, with the ability to build and maintain positive Member relationships.

Why FBC?

At FBC we’re committed to helping you grow into the best version of yourself—whether that’s mastering you

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