Coordinator, Client Services & Operations

At FirstPointe Advisors, we deliver more than property tax expertise — we deliver confidence.

Our clients trust us to simplify complexity, meet every deadline, and uphold the highest standards of accuracy and service.

We’re seeking a Coordinator, Client Services & Operations to join our growing team. In this role, you’ll be the operational cornerstone of the firm — maintaining the systems, processes, and relationships that keep everything running seamlessly. It’s a role for someone who values precision, takes pride in their work, and thrives in a collaborative, professional environment.

What You’ll Do

• Serve as a firm ambassador, ensuring timely, professional communication with clients and partners.
• Maintain the firm’s calendars, appeal schedules, and key operational reports.
• Update and manage client databases to ensure accuracy across all appeal statuses and deliverables.
• Prepare and refine client reports, supporting documentation, and appeal materials.
• Coordinate with taxing authorities to obtain valuation data and required documentation.
• Support billing, collections, and invoicing processes through accurate record-keeping and follow-up.
• Provide administrative and logistical support to team members, including travel coordination and firm events.
• Handle confidential client and financial information with discretion and professionalism.

What Success Looks Like

Who You Are

Why Join Us

At FirstPointe Advisors, you’ll be part of a firm that values integrity, precision, and partnership. We combine national expertise with a regional focus, providing clients with exceptional property tax guidance — and our people with meaningful opportunities to grow.

As a Coordinator, you’ll gain insight into every facet of our operations — from client service to financial processes — while developing a strong foundation for future advancement within the firm. Your attention to detail and reliability will directly support our mission to deliver outstanding results to every client, every time.