Client Services Associate
General Office Management Responsibilities:
- Answer phones and direct calls.
- Greet clients and manage check-ins for task needs.
- Maintain client files.
- Organize documents.
- Process daily mail.
- Generate new client labels.
- Maintain the front-end area and file room.
- Schedule appointments.
Document Maintenance and Check-in Protocols:
- Check in clients as documents are received.
- Mark documents and update CRM workflows accordingly and retrieve corresponding files.
- Manage CRM Reports.
Processing of Reviewed Returns:
- Bind and/or upload reviewed returns.
- Confirm task completion by the reviewer.
- Confirm that an invoice is included.
- Share with the client via the portal or by binding and contacting them.
Client Communication and Task Management
- Create and/or edit client request templates.
- Track task due dates.
- Proactively contact clients for missing/incomplete information per CRM.
Learning and Development:
- Engage in continuous learning.
- Review CRM videos.
- Ask questions.
- Be proactive.
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