Client Experience Specialist

Job Description

Job Description

Salary : $45,000-$60,000

Be part of something bigger. Build with us today Now. For tomorrow.

At Baker Tilly, we care about the impact you make. Thats why were invested in your growth from day onebecause the steps you take today define your tomorrow.

We are looking for a proactive and people-focusedClient Experience Specialist to join our teama role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, youll collaborate with a dynamic team of professionals, united by a shared commitment to making a differencefor our clients, our communities, and one another.

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 strong 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 Experience Specialist is the first and last point of contact for clients, responsible for delivering exceptional service across all communication channels. This role involves responding to inquiries, directing clients appropriately, and ensuring a smooth, supportive experience. The ideal candidate is personable, organized, detail oriented and thrives in a fast paced environment.

Key Responsibilities :

• Creating a welcoming environment for clients and visitors
• Providing exceptional client service in all forms, including in-person, via email or by phone
• Answering and forwarding phone calls and taking messages where required
• Complete tax filings with appropriate tax authorities
• Assembling client documents and packages for all engagement types
• Organizing and filing of client and administration documents electronically in accordance with firm policies
• Providing administrative support to office staff and partners
• Preparing client invoices and accepting client payments
• Managing client communications and incoming and outgoing mail
• Maintaining updated client information across all software platforms
• Other general administrative duties including but not limited to maintaining office supplies, bank runs and mail runs

What you bring to the table :

Qualifications :

Technical Skills :

Where youll work : Cold Lake, AB

The Client Experience Specialist will be expected to work onsite in an office environment. During peak periods, there may be a requirement to work overtime to meet project deadlines and support team needs.

Job type : Permanent, Full-time

When you join Baker Tilly, you become part of something biggeran ambitious, forward-thinking company that puts people first. Ideas matter, perspectives count, and every contribution builds a stronger future. If youre ready to make an impact, were ready to meet you.

We offer a competitive remuneration package based on experience and qualifications. If you are a qualified candidate, please apply now. While we appreciate all applications, only candidates selected for an interview will be contacted.

Baker Tilly is an equal opportunity employer dedicated to fostering, supporting, and celebrating a diverse workplace. Upon request, we will accommodate accessibility needs throughout the recruitment and selection process and for our staff. Please let us know during the application process.

#PeopleFirst