What are the responsibilities and job description for the Client Services Associate position at Roylo Partners?
Client Services Assistant
Philadelphia, Pennsylvania | Full-time | On-site
Professional client service is often built from small promises kept consistently: the meeting is confirmed, the document is ready, the note is accurate, and the next step arrives when expected.
The Client Services Assistant will support an on-site team in Philadelphia. You will help with scheduling, client records, routine communications, document preparation, and follow-up while learning how a professional services team manages relationships over time.
Your first month
You will learn the CRM, recurring client processes, document standards, and who owns which type of request. You will shadow key handoffs, practice writing concise recap emails, and begin taking responsibility for straightforward updates and meeting coordination.
Then the role opens up
• Prepare appointment details, client files, meeting packs, and standard service documents.
• Update contact information, notes, actions, and follow-up dates in the CRM.
• Respond to routine questions using approved information and route specialist requests correctly.
• Track agreed next steps after meetings and remind internal owners before deadlines pass.
• Support simple reporting and identify incomplete records or recurring service issues.
What can count as relevant experience
Reception, retail, hospitality, healthcare support, customer service, office administration, internships, and university or community projects can all demonstrate the right foundation. We value professional communication, confidentiality, accuracy, and the ability to stay organized when several people need updates at once.
What good looks like
A strong Client Services Assistant does not just pass messages. You keep the record complete, confirm who owns the next action, and make routine communication easy for both the client and the internal team to understand.
The Client Services Assistant schedule is Monday through Friday, 9:00 AM to 5:30 PM, full-time and on site. Apply through LinkedIn with a current resume. No cover letter is required.