Client Services Administrater (CSA)
About The Position
Larson Gross is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. We are seeking a full-time Client Services Administrator (CSA) in our Bellingham, Washington office. At Larson Gross, we’re dedicated to delivering exceptional client experiences, empowering our team to do their best work, and fostering a culture of collaboration, integrity, and growth. We’re currently seeking a Client Service Administrator (CSA) to join our team and provide proactive, high-level administrative support to a group of Relationship Owners (ROs) and those working on their behalf. What You’ll Do As a CSA, you’ll play a vital role in helping our team and clients thrive by: Maximizing efficiency for our accounting professionals and firm operations Building strong relationships with our clients through thoughtful service Ensuring quality in all deliverables by adhering to firm policies and taking initiative
Requirements
- High school diploma or equivalent required
- Minimum 2 years of increasingly responsible administrative experience
- Intermediate to advanced Microsoft Office skills (Word, Excel, Outlook); comfortable with new software
- Excellent verbal and written communication
- Strong attention to detail and accuracy
- Highly organized with proven ability to manage multiple tasks
- Friendly, positive, and service-oriented attitude
- Ability to work both independently and collaboratively in a fast-paced environment
Nice To Haves
- Experience in professional services or client-facing environments preferred
Responsibilities
- Serve as a professional, friendly point of contact for clients
- Proactively collect and manage client documents
- Format, submit, and deliver client deliverables (paper and electronic)
- Assist with correspondence, portal uploads, and general client follow-up
- Set up and manage jobs and project data; ensure accuracy with ROs
- Generate job lists and reports; monitor deadlines
- Help roll jobs forward and finalize completed engagements
- Manage client and contact records in CRM, including preferences and reporting needs
- Schedule client appointments and coordinate meeting logistics
- Prepare agendas and assemble materials
- Manage conference room reservations and virtual meeting setups
- Greet clients and manage lobby area
- Answer and direct incoming phone calls
- Manage incoming/outgoing mail
- Provide email support to ROs and assist with special projects as needed
Benefits
- Health, Dental, and Vision Insurance (with options for fully paid employee-only coverage for health and dental)
- Company-Paid Life and Long-Term Disability Insurance
- Ancillary Benefits such as supplemental life insurance and short-term disability options
- Classic Safe Harbor 401(k) Plan with employer contributions
- Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
