Client Service Associate

Personnel Resources, Inc.; Dothan (AL); On-site; USD 32,000 - 42,000; Full time

Job summary

Personnel Resources, Inc. in Dothan, AL seeks a friendly Client Service Associate to support our team by gathering client information, maintaining accurate records, and assisting with administrative tasks to ensure a smooth client experience.

You will communicate with clients by phone, email, and client portal; request and organize documents; support onboarding, engagement letters, and authorizations; and help improve office and client service processes while safeguarding confidential

Qualifications

• High school diploma required; associate or bachelor's degree preferred.
• Previous customer service or administrative experience preferred.
• Strong communication and organizational skills.
• Proficient in Microsoft Office.
• Ability to manage multiple tasks while maintaining accuracy and professionalism.
• Ability to handle confidential information with discretion.

Responsibilities

• Request and organize client documents and information.
• Follow up on outstanding client items.
• Communicate with clients by phone, email, and client portal.
• Maintain accurate client records.
• Assist with onboarding documents, engagement letters, and authorizations.
• Support staff, managers, and partners with client needs.
• Help improve office and client service processes.

Skills

Strong communication

Organizational skills

Multitasking

Discretion

Customer service experience

Education

High school diploma

Associate or Bachelor's degree preferred

Tools

Microsoft Office

Job description

We are looking for a friendly, organized Client Service Associate to support our team and provide excellent service to our clients. This role is responsible for gathering client information, maintaining accurate records, and assisting with administrative tasks to ensure a smooth client experience.

Responsibilities

• Request and organize client documents and information.
• Follow up on outstanding client items.
• Communicate with clients by phone, email, and client portal.
• Maintain accurate client records.
• Assist with onboarding documents, engagement letters, and authorizations.
• Support staff, managers, and partners with client needs.
• Help improve office and client service processes.

Qualifications

• High school diploma required; associate or bachelor's degree preferred.
• Previous customer service or administrative experience preferred.
• Strong communication and organizational skills.
• Proficient in Microsoft Office.
• Ability to manage multiple tasks while maintaining accuracy and professionalism.
• Ability to handle confidential information with discretion.

What We’re Looking For

• Friendly and professional attitude.
• Strong attention to detail.
• Dependable with excellent follow-through.
• Team player who enjoys helping clients and coworkers.

Personnel Resources is an Equal Opportunity Employer.