What are the responsibilities and job description for the Client Services Associate position at Stewart & Company?
Client Services Associate
Firm Overview
For over 40 years, Stewart & Company has served business owners and their leadership teams to plan for and build their operational & financial health. The Firm operates with an open- door policy and empowers the leaders in the firm to manage their departments. The Firm's practitioners are invested in helping our clients achieve their goals. Our practitioners care about our clients’ businesses as if they were our own, building long-term partnerships between their teams and ours. Our team members provide a positive outlook with a multi-disciplined approach to empowering small and mid-sized businesses to make informed decisions. All of this, while creating a family environment built on respect, reliability, and accountability. Balance work, life, and books with Stewart & Company, where everybody COUNTS!
Position Overview:
The Client Services Associate is responsible for providing a professional and welcoming first impression to clients, guests, and employees, while also handling front desk coverage during regular business hours. As part of the administrative team, this role will assist colleagues with various administrative tasks and provide general support as needed on a daily basis.
Daily Contributions:
- Provide front desk coverage during normal business hours.
- Answer phone calls promptly, professionally, and in a friendly manner.
- Maintain a clean, organized, and welcoming reception area.
- Greet clients, assist with intake forms, and guide them through necessary processes.
- Assist clients with picking up documents, tax returns, and other materials and making payments at time of pick up.
- Coordinate the distribution of New Client Questionnaires and schedule appointments.
- Handle postage label printing and mail tracking.
- Check in documents received and ensure proper routing to the appropriate team members.
- Distribute faxes and other correspondence as required.
- Open and close the front door daily, ensuring proper security protocols.
- Assist with staff sign-in and sign-out records.
- Provide general support to all firm members as requested.
Key Skills & Attributes:
- Excellent verbal and written communication skills.
- Strong interpersonal and customer service skills.
- Exceptional organizational skills with keen attention to detail.
- Ability to manage time effectively and meet deadlines.
- Strong problem-solving and decision-making abilities.
- Ability to prioritize tasks and stay organized in a fast-paced environment.
- Proficient in Microsoft Office Suite and related software.
- Ability to maintain professionalism and composure in stressful situations.
Qualifications:
- High school diploma required.
- At least two years of related experience preferred.
- Ability to sit for extended periods while working at a desk and using a computer.
- Ability to occasionally lift up to 20 pounds.
This role is ideal for someone who thrives in a dynamic, client-focused environment and enjoys being a key part of a collaborative team.
Job Type: Full-time
Pay: $15.00 - $20.00 per hour
Expected hours: 40 per week
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Compensation Package:
- Profit sharing
- Yearly bonus
Schedule:
- 8 hour shift
- Monday to Friday
Ability to Commute:
- Virginia Beach, VA 23452 (Required)
Ability to Relocate:
- Virginia Beach, VA 23452: Relocate before starting work (Required)
Work Location: In person
Salary : $15 - $20
