Client Relations Associate Jobs

Davis & Hodgdon Associates

Location:
United States, Williston

Category:
Customer Service

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

The Client Relations Associate is a client facing position that plays an important role in maintaining strong relationships with our clients and staff. The Client Relations Associate is a dynamic individual who possesses exceptional communication and time management skills in a client-centric environment. This position is a key member of our Operations Team whose objectives are to ensure client satisfaction, facilitating effective communication and supporting business development efforts. This position requires that staff uphold confidential and privacy standard in all matters.

Job Responsibility:

Assist clients by addressing inquiries, concerns, and updates on their projects
Routing calls, emails and correspondence to the appropriate Associate as well as ensure that follow up was made in response to the correspondence
Drafting up deadline notifications to be sent to clients
Communicating deadlines for receiving information and providing deliverable with clients
Assist clients with their portal accounts to include sending and receiving information
Proactively address client concerns and escalate issues as necessary
Assembling deliverables such as tax returns and financial statements for clients
Setting up client portals as well as providing education to clients during the onboarding process
Assist in creating and sending out engagement letters and tax organizers
Responsible for setting up projects and updating critical workflow information
Develop and understanding of IRS, State and audit filing deadlines and document in project management system
Update software with client contact information and other pertinent service-related data
Creating and improving systems/procedures that create efficiencies and improve quality of service
Take prospect calls – ask screening questions, provide fee ranges and education on our process
Schedule qualified prospect meetings with the appropriate staff members
Follow up with prospects to collect information for onboarding

Requirements:

Experience with MS Teams and Office applications
Must be detail oriented, disciplined, and highly organized
Demonstrated experience learning new software and procedures quickly
Possess strong communication skills and professional image
Ability to manage own work with minimal supervision and resolve complex questions and problems with members of the operations team
Experience working in a professional services setting is preferred

Nice to have:

Experience working in a professional services setting

What we offer:

40 hours of extra PTO for the year
Competitive compensation and benefits package including attractive incentives and a healthy work-life balance

Additional Information:

Job Posted:
December 08, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Client Relations Associate