Client Services Associate

Wert Group

About the Role

Wert Group is hiring a Client Services Associate to support our consulting teams and their clients. You will be the first contact for client requests, keep project files and schedules up to date, and prepare materials for meetings. The position is full-time and remote from anywhere in the United States.

About Wert Group: Wert Group is a management consulting firm in Boston. We work with owners and management teams on strategy, organization design, operating models and governance.

Key Responsibilities

• Answer client emails and calls about open requests and deadlines
• Collect and file documents clients send for each project
• Keep a tracker of outstanding items and follow up when they are late
• Schedule client meetings and send agendas and materials in advance
• Format reports and presentations in Word and PowerPoint
• Take notes on client calls and send out action items
• Update client contacts and project records in our systems

Requirements & Tech Stack

• Experience answering customer or client questions by phone and email, from any job or internship
• Microsoft Office, especially Excel, Word and PowerPoint
• Good written and spoken English
• A reliable internet connection and a quiet place to work from home

Nice to Have

• A bachelor's degree in business or a related field
• Experience with a CRM or a project tracking tool
• Work experience in a professional services firm, such as consulting, law or accounting
• German

Benefits

• Medical, dental and vision insurance
• 401(k) with company match
• Paid time off and paid holidays
• Annual professional development budget
• Laptop and home office equipment for remote work