Client Services Associate

About The Role

We’re looking for a personable and organized Client Services Associate to support client relationships, account activity, and day-to-day communication. In this role, you’ll work directly with clients to understand their needs, provide information about products and services, coordinate follow-ups, and help ensure a smooth experience throughout each interaction. You’ll also work closely with internal sales and account teams to keep client requests organized and identify opportunities to provide additional support.

What You’ll Do

• Serve as a point of contact for new and existing clients
• Communicate with clients regarding products, services, account information, and current offerings
• Respond to client questions and provide accurate, timely information
• Learn individual client needs and help connect them with appropriate products or services
• Support new client onboarding and account setup
• Coordinate follow-up communication with clients
• Maintain regular contact regarding account needs and updates
• Assist with client meetings, appointments, and account-related communications
• Maintain accurate client information and interaction history
• Update account activity and client records within CRM systems
• Monitor open requests and coordinate next steps with internal teams
• Assist sales and account teams with client-related activities
• Prepare client materials and account information
• Gather client feedback and communicate relevant insights internally
• Identify recurring client needs and opportunities for additional support
• Help maintain strong client relationships through responsive communication and reliable follow-through
• Collaborate with sales, account management, and operations teams to support client needs

What We’re Looking For

• Strong verbal and written communication skills
• Friendly, professional, and confident interacting with clients
• Excellent organization and attention to detail
• Strong relationship-building and interpersonal skills
• Ability to understand client needs and communicate solutions clearly
• Reliable follow-through and time management
• Comfortable managing multiple client conversations and priorities
• Professional and collaborative approach
• Comfortable working in a fast-paced environment
• Basic computer skills and ability to learn CRM and account management systems

Previous experience in client services, account management, sales, business development, hospitality, retail, marketing, or another client-facing environment is helpful but not required.

What We Offer

• Competitive compensation with bonus opportunities
• Paid training and ongoing support
• Full-time schedule
• Collaborative and professional team environment
• Opportunities for advancement within Client Services, Account Management, Sales, and Business Development

Join Our Client Services Team

The Client Services Associate plays an important role in maintaining strong client relationships and supporting ongoing account activity. You’ll work across client communication, account support, relationship management, and sales support to help ensure clients receive responsive and professional service.