Client Service Associate ( Remote)

Stevens Blair & CompanyLive Oak, TX
Remote

About The Position

Stevens, Blair & Company is seeking a Client Service Associate to support day-to-day research and administrative activities. This role will assist with client information, project records, correspondence, scheduling, and maintaining accurate internal documentation.

Requirements

  • Strong organizational and computer skills
  • Good written and verbal communication
  • Comfortable working with spreadsheets and online systems
  • Ability to manage multiple assignments and meet deadlines
  • Reliable and able to work independently in a remote environment

Nice To Haves

  • Previous administrative, research, office, or service experience is a plus

Responsibilities

  • Maintain and update client and project information
  • Process incoming information and keep records current
  • Assist with research project coordination and administrative tasks
  • Organize electronic files, spreadsheets, and project documentation
  • Review information for completeness and accuracy
  • Respond to routine inquiries and provide general assistance
  • Coordinate schedules, follow-ups, and project-related communications
  • Prepare basic reports, lists, and internal documents
  • Support research staff with day-to-day operational needs
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