Client Support 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 Support Associate at our CPA firm is responsible for assisting clients with their inquiries, addressing basic service requests, and providing general support to ensure a positive client experience. This role involves interacting with clients and internal teams to ensure that client needs are met efficiently and professionally.

Daily Contributions:

• Serve as the first point of contact for client inquiries, providing timely and professional assistance via phone, email, or in person.
• Prepare client documents for paper or electronic delivery, ensuring accuracy and compliance with firm procedures.
• Follow up on client signatures for required documents and assist clients with submitting information or signing documents as needed.
• Assist clients with basic questions regarding the firm’s services and processes.
• Coordinate with internal teams to ensure client requests are addressed promptly.
• Update and maintain client records and documentation accurately.
• Assist in scheduling client meetings and managing appointments.
• Help prepare client reports, documents, and communications as needed.
• Escalate more complex issues or requests to senior team members or management.
• Assist with onboarding new clients, providing them with necessary information and guidance.
• Support the client services team in improving operational efficiency and client satisfaction.

Key Skills & Attributes:

• Strong communication and customer service skills.
• Ability to handle multiple tasks and prioritize effectively.
• Attention to detail and strong organizational skills.
• Proficiency in Microsoft Office Suite and basic office tools.
• Ability to work both independently and as part of a team.
• Friendly, professional demeanor and client-focused attitude.

Education & Experience:

• High school diploma or equivalent; associate degree preferred.
• 1-2 years of experience in client support, administrative assistance, or a similar role.
• Experience in a CPA or professional services environment is a plus but not required.

Physical Requirements:

• Ability to sit for extended periods while working on a computer.
• Ability to stand for extended periods
• Ability to occasionally lift up to 20 pounds
• Ability to communicate effectively, both in writing and verbally.

Job Type: Full-time
Pay: From $19.00 per hour
Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Work Location: In perso

Please refer the Job description for details