Client Services Administrator

Current • Burlington, WA

1d • $21 - $25 • Onsite

About The Position

This is a full-time position in our Burlington location with occasional interoffice travel that is up to 35 miles from Burlington. This position could require some overtime hours from February-April and around peak deadline dates (6/15, 9/15, 10/15).
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 full-time 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.
Who We Are:
Larson Gross is an innovative, forward-thinking, and team-oriented firm. We are a locally owned, full service public accounting firm based in Bellingham, Lynden, Burlington, Yakima, and Wenatchee, Washington. We offer audit, tax, and consulting services in a variety of industries. Currently Larson Gross has over 200 employees with continuous growth plans. Our growth is a result of our long-term and collaborative approach to client service, and we build genuine relationships with our colleagues, our clients, and the communities we serve.
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
• Experience in professional services or client-facing environments preferred
• Must have a valid driver’s license and reliable transportation.
• 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

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 meeting 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 – post office runs multiple times a week
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED