Job Description

We are seeking a highly organized and detail-oriented Client Services Administrator to join our team. The successful candidate will be responsible for providing exceptional customer service to our clients, managing client accounts, and ensuring that all client needs are met in a timely and efficient manner. The ideal candidate will have excellent communication skills, be able to work independently, and have a strong customer service background.

Responsibilities:

• Prepare client documents such as engagement letters and invoices.
• Provide exceptional customer service to clients.
• Respond to client inquiries and resolve any issues or concerns in a timely manner.
• Maintain accurate client records and ensure that all client information is up-to-date.
• Send documents for signatures.
• Manage client documents and portal
• Provide administrative support to the client services team as needed.

Qualifications:

• Bachelor's degree in business administration, marketing, or a related field
• 2+ years of experience in a customer service or client services role
• Excellent communication skills, both written and verbal
• Strong organizational and time management skills
• Ability to work independently and as part of a team
• Proficient in Microsoft Office Suite
• Experience with CRM software is a plus