Core Competencies:
- Ethics. Works with integrity; Upholds organizational values
- Dependability. Follows instructions, and responds to management direction; results oriented and committed to achieving objectives and tasks as required
- Teamwork and Collaboration. Exhibits objectivity and openness to other’s views; Gives and welcomes feedback; Contributes to building a positive culture. Communicates effectively
- Professionalism. tactfully approaches others; Reacts well under pressure; Treats others with respect and consideration; Accountable for all actions and decisions
- Organizational Support. Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization’s goals and values
- Quality Management. Looks for ways to improve and promote quality; Demonstrates accuracy and thoroughness
- Decision Making. Analyzes each situation, looking for opportunities to make any situation more beneficial for the company. Participates effectively in communication to achieve optimum results
Job Overview:
The Client Services Assistant will support the Principal in managing client engagement, outsourcing coordination, internal operations, and administrative processes. The role focuses on facilitating smooth communication, maintaining robust procedures, and ensuring service delivery standards are met under the direct instruction and supervision of the Principal.
This position is operational and coordination-focused rather than decision-making, with a strong emphasis on professionalism, process discipline, and follow-through.
Key Responsibilities:
- Client & Outsourcing Liaison – Liaise with outsourcing firms and external service providers as directed, including requesting information, coordinating work progress, and following up on outstanding matters.
- Assist with client communications under instruction, including requesting documents and information required to complete engagements.
- Ensure all correspondence is professional, accurate, and aligned with firm standards.
- Client Onboarding & Relationship Processes – Assist in establishing, documenting, and maintaining standardized client onboarding procedures.
- Support ongoing client relationship processes, including engagement administration, information collection, and workflow coordination.
- Ensure onboarding documentation and records are complete, accurate, and properly maintained.
- CRM Management & Client Communications – Manage and maintain the firm’s Customer Relationship Management (CRM) system, including updating client records, tracking communications, and monitoring engagement status.
- Assist in creating and issuing client communications and materials segmented by industry or service offering, as directed.
- Follow up with clients to obtain required information and responses, escalating matters where necessary in accordance with internal procedures.
- Governance, Policies & Internal Frameworks – Assist in developing and maintaining internal governance frameworks, policies, and procedures for employees, contractors, and other stakeholders.
- Support the documentation of internal regulations, compliance requirements, and operational guidelines to support future growth of the firm.
- Ensure internal documentation is organized, current, and accessible.
- Recruitment Coordination & Operations Support – Act as a recruitment coordinator by liaising with outsourcing providers and candidates, scheduling interviews, and supporting onboarding processes.
- Assist with operational oversight by tracking workload, delivery timelines, and quality standards across outsourced resources.
- Report on progress, capacity issues, and quality concerns to the Principal for review and direction.
- General Administrative Support – Provide general administrative assistance as required under the instruction and supervision of the Principal.
- Support ad-hoc operational tasks to ensure efficient day-to-day practice management.
Requirements:
- Strong written and verbal communication skills
- High attention to detail and process discipline
- Ability to follow instructions precisely and work under supervision
- Strong organizational and time-management skills
- Experience with CRM systems and document management tools
- Professional, discreet, and client-focused approach
- Ability to coordinate across multiple stakeholders and priorities