Client Services Assistant
Core
Provides administrative support for client services, including record maintenance, compliance administration, and document management to ensure accurate client information and smooth workflow.
Role type
Administrative support specialist (client services)
Builds
Client service delivery and operational workflow
Domain
Professional services (accounting, legal, consulting)
Deliverable
dashboards & analysis
Required skills
Client administration, Compliance support, Document management, Record maintenance, Client onboarding/offboarding coordination, Routine priority management, Microsoft Office proficiency, Business systems navigation
Preferred skills
Professional services environment experience, Public practice accounting/legal/consulting experience, Records documentation experience