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Now viewing: Client Services Associate
CF
Creative Financial Staffing
Client Services Associate
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Job Description
a { text-decoration: none; color: #464feb; } tr th, tr td { border: 1px solid #e6e6e6; } tr th { background-color: #f5f5f5; } 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.
Client Services Associate Salary:
Up to $60,000Why This Opportunity Stands Out:
- 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.
Client Services Associate:
- 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.
Client Services Associate:
- 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.