Client Support Associate

Client Support Associate

HM&M, a Springline company, is an award-winning regional firm with the reach and resources of a national powerhouse. As a founding firm member of Springline Advisory, we bring expanded capabilities, deeper expertise, and even greater opportunities to serve our clientswhile staying true to the personalized, high-touch service and vibrant culture that sets us apart.

This is an exciting time to join our firm as we redefine the middle-market accounting and business advisory space. We proudly invest in our people with a winning blend of values, expertise, and ambition. Our people-first approach empowers our team members to thrive within a culture that supports growth, innovation, and collaboration. Our commitment to investing in talent means flexibility, professional development, enhanced benefits, and a range of career paths to explore.

The Client Support Associate provides a blend of administrative, basic bookkeeping, and personalized client support for a family office client. Working closely with the firm's client service team, this position maintains accurate records, coordinates daily activities, and responds professionally to client needs. The associate will receive hands-on training in established processes and gradually assume responsibility for assigned work. Success requires organization, discretion, attention to detail, sound judgment, and a service-oriented approach.

What You'll Do:

• Perform routine bookkeeping activities, including transaction entry, reviewing and reconciling daily account balances, and maintaining accurate financial records.
• Assist with accounts payable, payments, expense tracking, and preparation of basic financial reports and supporting schedules.
• Provide administrative support, including correspondence, document management, scheduling, and follow-up on requests.
• Communicate clearly and professionally with clients and firm colleagues; provide timely updates and escalate issues appropriately.
• Handle sensitive personal and financial information with accuracy, discretion, and confidentiality.
• Manage competing priorities, meet deadlines, and take ownership of assigned tasks while working independently and collaboratively.
• Learn and follow established client procedures and software applications, including QuickBooks, Excel, Word, and Outlook.
• Assist with organizing records, researching discrepancies, and preparing information for tax and client service professionals.
• Support documentation of recurring processes and identify practical opportunities to improve efficiency.
• Provide patient, respectful assistance with routine technology or administrative questions.
• Perform other related client service and administrative duties as assigned.

About You:

• High school diploma or equivalent required; additional college education or experience in business, accounting, or a related field preferred.
• Familiarity with basic bookkeeping concepts and the ability to work accurately with financial information.
• Administrative, bookkeeping, executive support, or client service experience preferred; relevant transferable experience considered.
• Working knowledge of Microsoft Excel and Word; strong organization, communication, problem-solving, and follow-through skills.
• Experience with QuickBooks, reconciliations, or financial reporting preferred; ability and willingness to learn client-specific processes required.

Why Join Us:

• Dynamic and Innovative Work: An opportunity to play a critical role within a rapidly growing firm with a supportive and collaborative culture.
• Growth Opportunities: A dynamic and supportive environment where your contributions will directly impact the firm's growth and success and share in the rewards.
• Collaborative Culture: A team-oriented culture that values innovation, entrepreneurial spirit, and growth mindset.
• Competitive Compensation: A comprehensive salary and benefits package, including growth opportunities.

HM&M, a Springline company, is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.