Client Support Associate

About The Role

The Client Support Associate provides a blend of administrative, basic bookkeeping, and personalized client support for a family office client. Working closely with the firm’s client service team, this position maintains accurate records, coordinates daily activities, and responds professionally to client needs. The associate will receive hands-on training in established processes and gradually assume responsibility for assigned work. Success requires organization, discretion, attention to detail, sound judgment, and a service-oriented approach.

Key Responsibilities

• Perform routine bookkeeping activities, including transaction entry, reviewing and reconciling daily account balances, and maintaining accurate financial records.
• Assist with accounts payable, payments, expense tracking, and preparation of basic financial reports and supporting schedules.
• Provide administrative support, including correspondence, document management, scheduling, and follow-up on requests.
• Communicate clearly and professionally with clients and firm colleagues; provide timely updates and escalate issues appropriately.
• Handle sensitive personal and financial information with accuracy, discretion, and confidentiality.
• Manage competing priorities, meet deadlines, and take ownership of assigned tasks while working independently and collaboratively.
• Learn and follow established client procedures and software applications, including QuickBooks, Excel, Word, and Outlook.
• Assist with organizing records, researching discrepancies, and preparing information for tax and client service professionals.
• Support documentation of recurring processes and identify practical opportunities to improve efficiency.
• Provide patient, respectful assistance with routine technology or administrative questions.
• Perform other related client service and administrative duties as assigned.

Qualifications

• High school diploma or equivalent required; additional college education or experience in business, accounting, or a related field preferred.
• Familiarity with basic bookkeeping concepts and the ability to work accurately with financial information.
• Administrative, bookkeeping, executive support, or client service experience preferred; relevant transferable experience considered.
• Working knowledge of Microsoft Excel and Word.
• Strong organization, communication, problem-solving, and follow-through skills.
• Experience with QuickBooks, reconciliations, or financial reporting preferred; ability and willingness to learn client-specific processes required.