Client Services Support Officer
Core
Manage client administration, coordinate workflows, and ensure efficient business operations for a professional services firm.
Role type
Client Services Administrator
Builds
Client onboarding, documentation, and billing processes
Domain
Professional services
Deliverable
dashboards & analysis
Required skills
Client relationship management, workflow coordination, invoicing, record keeping, stakeholder liaison, process improvement
Preferred skills
Accounting/legal environment experience, client management systems, compliance administration
Responsibilities
Manage client enquiries and maintain professional relationships; Coordinate client onboarding and documentation; Monitor workflows and follow up on outstanding information; Prepare invoices and assist with billing administration; Maintain accurate client records and manage confidential documentation; Liaise with internal teams to coordinate tasks and resolve matters; Identify opportunities to improve administrative processes
Seniority
Junior to Mid-level, hands-on IC