What are the responsibilities and job description for the Client Services Representative position at AddsVal CPAs & Advisory?
Client Services & Administrative Support Associate – Full Time
Location: Pleasant Hill, CA (In-Person)
Job Summary
We are seeking a detail-oriented, professional, and proactive individual to join our team as a Client Services & Administrative Support Associate. This role is essential in delivering an exceptional client experience while ensuring smooth day-to-day operations of the firm. The ideal candidate is organized, communicative, and thrives in a dynamic, fast-paced environment. This position is fully in-office at our Pleasant Hill, CA location.
Key Responsibilities
Client Services:
- Serve as the first point of contact for clients via phone, email, and in person.
- Manage client onboarding, scheduling, and document requests.
- Maintain strong client relationships through timely communication and follow-up.
- Support client inquiries related to billing, services, and general firm information.
Administrative Support:
- Manage calendars, schedule internal and external meetings, and coordinate office activities.
- Prepare correspondence, proposals, engagement letters, and reports.
- Maintain organized electronic and physical filing systems for client and firm records.
- Oversee daily office operations, including ordering supplies and coordinating with vendors.
- Ensure the office environment is welcoming, professional, and client-ready at all times.
Executive Support:
- Work closely with the CEO to support scheduling, communications, and administrative tasks.
- Assist with follow-ups, reminders, and project coordination to help manage executive priorities.
- Provide logistical and administrative support for internal and external meetings and events.
Qualifications:
- Associate’s or Bachelor’s degree in Business Administration or a related field preferred.
- 1–3 years of experience in client service or administrative roles (professional services experience a plus).
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook).
- Experience with CRM systems or workflow tools is a plus.
- Excellent verbal and written communication skills.
- Strong organizational skills with the ability to manage multiple tasks and deadlines.
- Ability to maintain confidentiality and handle sensitive information.
- Team-oriented with the ability to work independently.
What We Offer:
- Competitive compensation and benefits package.
- Opportunities for professional growth and skill development.
- A collaborative, supportive, and positive work environment.