Client Support Services Associate

Strategic People & Talent Solutions•Virginia Beach, VA

23h

About The Position

The Client Support Services Associate provides flexible, cross-trained coverage and assistance across the Operations and Support Department. The role helps maintain capacity and continuity when responsibilities need coverage because of vacancies, employee absences, peak workload periods, or changing business needs. Rather than owning one function, the Associate collaborates with colleagues on client service, front desk, administrative, and operational activities to support a consistent, positive client experience.

Requirements

High school diploma or equivalent required.
Excellent verbal and written communication skills.
Strong interpersonal and customer service skills.
Exceptional organizational skills and attention to detail.
Ability to manage multiple tasks, prioritize effectively, and meet deadlines in a fast-paced environment.
Strong problem-solving and decision-making abilities.
Proficiency in Microsoft Office Suite and related office software.
Ability to work independently and collaboratively as part of a team.
Friendly, professional, client-focused demeanor.
Ability to maintain professionalism and composure in stressful situations.
Ability to sit for extended periods while working at a desk and using a computer.
Ability to stand for extended periods.
Ability to occasionally lift up to 20 pounds.
Ability to communicate effectively in writing and verbally.

Nice To Haves

Associate degree preferred.
At least two years of related experience in client support, client services, administrative assistance, or a similar role preferred.
Experience in a CPA or professional services environment is a plus but not required.

Responsibilities

Provide flexible, cross-trained coverage across Operations and Support functions according to business needs, workload, absences, and departmental capacity.
Assist with client-facing, administrative, and operational responsibilities as needed.
Provide backup front desk and reception coverage, including greeting clients and guests, answering phone calls, and maintaining a professional, welcoming environment.
Assist with general client inquiries, document pickup and delivery, intake forms, payments, appointment coordination, and other client requests.
Prepare, process, track, and route client documents and correspondence in accordance with firm procedures.
Provide client follow-up coverage, including obtaining signatures, helping clients submit information, and answering basic questions about firm processes.
Support new client onboarding, including distributing New Client Questionnaires, assisting with scheduling, and providing general guidance.
Help maintain accurate client records, documentation, and departmental information.
Provide backup support for mail, postage, fax distribution, document check-in, and other recurring administrative processes.
Assist with opening and closing procedures, front office security protocols, and other office support responsibilities when coverage is needed.
Support the monthly newsletter, departmental communications, projects, and special initiatives as assigned.
Work collaboratively with Operations and Support team members to maintain service continuity during absences, peak workload periods, and changing business needs.
Coordinate with internal teams to direct client and firm requests to the appropriate team member and help ensure timely responses.
Escalate complex issues or requests to the appropriate team member or management.
Provide additional support throughout the Operations and Support Department and across the firm as requested.
Assume defined departmental responsibilities for short- or longer-term coverage periods when a position is vacant or a team member is unavailable, coordinating transitions with management and team members.