Client Service Associate

• Serves as first point of contact for client service requests and communications in coordination with their client's full Moss Adams advisory and operational teams.
• Manages and tracks client onboarding experience, including the coordination of all internal and custodial paperwork, CRM data entry, client communications, and quality check.
• Creates and maintains client files in LaserFiche as well as maintains client data across multiple internal systems.
• Organizes weekly team meeting and agenda, keeping the advisory team informed on upcoming client meetings, client service project status, and client follow-up.
• Drafts, edits, and proofreads client correspondence when appropriate.
• Adheres to standard operating procedures and approved technologies to ensure efficient workflow.
• Contributes to Marketing initiatives (i.e., review and edit client presentations or assist with client events); may be for current clients or prospects.
• Manages expense entry for assigned advisors / partners
• Proactively manages client calendars, travel & logistics for assigned executives

• High School diploma or equivalent
• 1 years of relevant experience; preferably in financial or legal industry.
• Intermediate Microsoft Office Skills; Advanced skills preferred
• Excellent written and verbal communication skills
• Flexibility with schedule to meet business needs
• Judgement and ability to prioritize to effectively manage workload
• Ability to maintain professionalism, handle sensitive material, and maintain confidentiality
• Ability to work effectively with teams and independently
• Experience defining problems, establishing facts, and drawing valid conclusions

Moss Adams is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.

Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@mossadams.com.

California, Colorado, NYC, and Washington require employers to disclose the pay range in job postings. This is the typical range of pay for the position; however, actual pay may vary based on experience, skillset, and location. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page.

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