Client Services Associate

If you're looking for a fast-paced role where you'll be the key connection between clients and a growing professional services team, this opportunity offers strong exposure, career growth, and the chance to make an immediate impact. Join a collaborative environment where your communication, organization, and customer service skills will be valued every day.

• Join a highly visible role that serves as the primary point of contact for clients.
• Gain exposure to professional services and tax operations in a dynamic, deadline-driven environment.
• Work closely with leadership and experienced professionals who rely on your coordination and follow-through.
• Opportunity to develop project coordination and client relationship management skills.
• Be part of a team that promotes from within and provides advancement opportunities for top performers.
• Expand your experience using client management and workflow technology platforms.
• Play a critical role in ensuring an exceptional client experience during a busy and impactful season.
• Work in a collaborative, business casual office environment where adaptability and initiative are valued.

• Manage a high volume of inbound client calls.
• Conduct outbound follow-up calls to gather documentation and schedule appointments.
• Track client workflows and help move projects through internal processes.
• Coordinate requests between clients and internal professionals to ensure timely resolution.
• Assist with administrative functions including invoicing, document preparation, printing, and scheduling.
• Maintain accountability for resolving client inquiries from start to finish.

• Previous customer service experience required.
• High-volume call center experience strongly preferred.
• Strong verbal and written communication skills.
• Experience with project coordination or workflow management is a plus.
• Proficiency with Microsoft Office applications.
• Associate's or Bachelor's degree preferred. Experience with workflow management software is a plus.