Client Service Associate

Job Description

Job Description

Client Service Associate

Client Service Associate

Position Overview
We are seeking a Client Service Associate to deliver exceptional service and operational support to our client-facing teams. The role is responsible for managing client communications, coordinating CRM data and workflows, and supporting day-to-day operations to ensure timely, accurate delivery of services. The ideal candidate will have experience in public accounting environments, strong client relationship skills, and the ability to improve processes and project workflows.

Key Responsibilities

• Serve as a primary point of contact for routine client inquiries and requests, escalating complex issues to senior staff as needed.
• Maintain and update CRM records to ensure client data is accurate, complete, and actionable.
• Coordinate operational tasks across teams to support timely deliverables, including scheduling, documentation, and status tracking.
• Support engagement onboarding and offboarding processes, ensuring required documentation, approvals, and setup are completed.
• Collaborate with accounting and service teams to prepare and review client deliverables and ensure consistency with firm standards.
• Monitor and optimize internal workflows and processes to improve efficiency and reduce errors.
• Assist in project coordination, including task assignment, progress tracking, and communication with stakeholders.
• Prepare regular reports on client activity, operational metrics, and CRM utilization to inform management decisions.

Qualifications

• Bachelors degree in Accounting, Finance, Business, or related field, or equivalent work experience.
• 3+ years of experience in public accounting, tax, financial services, legal or other professional services environment.
• Demonstrated experience using CRM systems to manage client relationships and maintain data integrity.
• Strong client-facing communication skills, both written and verbal, with a focus on responsiveness and professionalism.
• Proven ability to manage multiple tasks and priorities in a fast-paced environment with attention to detail.
• Familiarity with accounting processes and terminology and ability to collaborate effectively with accounting teams.
• Experience improving processes, managing small projects or workflow implementations is a plus.
• Proficiency with Microsoft Office (Excel, Word, Outlook) and comfortable learning practice management or workflow tools.

- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 07/15/2026 and applications will be accepted on an ongoing basis until the position is filled or closed. Everforth CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter .  Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at  View email address on ziprecruiter.com to make arrangements.