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Client Services Associate

Stewart & Company

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Location:
United States , Virginia Beach

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Category:
Office Administration

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

The Client Services Associate is responsible for providing a professional and welcoming first impression to clients, guests, and employees, while also handling front desk coverage during regular business hours. As part of the administrative team, this role will assist colleagues with various administrative tasks and provide general support as needed on a daily basis.

Job Responsibility:

  • Provide front desk coverage during normal business hours
  • Answer phone calls promptly, professionally, and in a friendly manner
  • Maintain a clean, organized, and welcoming reception area
  • Greet clients, assist with intake forms, and guide them through necessary processes
  • Assist clients with picking up documents, tax returns, and other materials and making payments at time of pick up
  • Coordinate the distribution of New Client Questionnaires and schedule appointments
  • Handle postage label printing and mail tracking
  • Check in documents received and ensure proper routing to the appropriate team members
  • Distribute faxes and other correspondence as required
  • Open and close the front door daily, ensuring proper security protocols
  • Coordinate Monthly Newsletter
  • Provide general support to all firm members as requested

Requirements:

  • High school diploma required
  • At least two years of related experience preferred
  • Ability to sit for extended periods while working at a desk and using a computer
  • Ability to occasionally lift up to 20 pounds

Additional Information:

Job Posted:
December 26, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:

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