Be the Operational Heart of the Client Experience. Our client is seeking a Client Service Associate (CSA) who will play a critical role in supporting both client experience and daily operations. This position serves as a central coordination point between clients, accountants, and leadership to ensure projects remain organized, deadlines are met, and communication remains seamless.

This is not a traditional administrative role. The CSA is responsible for workflow coordination, client communication, deadline tracking, and process execution in a fast-paced, deadline-driven professional services environment. The ideal candidate is organized, proactive, dependable, and detail-oriented.

Key Responsibilities

Client Support & Communication

• Serve as a primary point of contact for client communication and support
• Assist clients with document collection, portal access...