Client Services Administrator

Current; New Jersey; On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) plan with employer contribution

Professional growth opportunities

Job summary

Current is seeking a full-time Client Service Administrator (CSA) at our Burlington location. You will provide proactive, high-level administrative support to Relationship Owners (ROs) and their teams, ensuring timely delivery of client deliverables and accurate project data.

You will coordinate scheduling, CRM updates, and document management while fostering professional client relationships in a fast-paced, collaborative setting.

Qualifications

• High school diploma or equivalent required.
• Minimum 2 years of administrative experience in professional services.
• Valid driver’s license and reliable transportation.
• Experience in client-facing environments preferred.

Responsibilities

• Provide proactive, high-level administrative support to Relationship Owners and those acting on their behalf.
• Set up and manage jobs and project data; ensure accuracy with ROs.
• Generate job lists and reports; monitor deadlines and deliverables.
• Manage client and contact records in CRM, including preferences and reporting needs.
• Schedule meetings, arrange logistics, and prepare meeting materials.
• Greet clients, manage lobby, and handle mail and phone communications.

Skills

MS Office

Communication

Attention to detail

Organization

Customer service

Teamwork

Education

High school diploma

Tools

CRM

Job description

About the Company

At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. That’s why we’ve built a platform designed to give our people access to more: more learning, more collaboration, and more ways to grow their careers than any single firm could offer on its own.

Founded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession. Our leadership team has a proven track record of building and scaling successful businesses, with prior ventures generating more than $3 billion in combined enterprise value.

We’re building something bigger than a traditional accounting firm: a platform where talented people can grow faster, learn more, and do more meaningful work. Whether you join Current, one of our partner firms, or our global team, you’ll be part of a community shaping the future of the profession.

The Opportunity

This is a full-time position in our Burlington location with occasional interoffice travel that is up to 35 miles from Burlington. This position could require some overtime hours from February-April and around peak deadline dates (6/15, 9/15, 10/15).

At Larson Gross, we’re dedicated to delivering exceptional client experiences, empowering our team to do their best work, and fostering a culture of collaboration, integrity, and growth. We’re currently seeking a full-time Client Service Administrator (CSA) to join our team and provide proactive, high-level administrative support to a group of Relationship Owners (ROs) and those working on their behalf.

Who We Are:

Larson Gross is an innovative, forward-thinking, and team-oriented firm. We are a locally owned, full service public accounting firm based in Bellingham, Lynden, Burlington, Yakima, and Wenatchee, Washington. We offer audit, tax, and consulting services in a variety of industries. Currently Larson Gross has over 200 employees with continuous growth plans. Our growth is a result of our long-term and collaborative approach to client service, and we build genuine relationships with our colleagues, our clients, and the communities we serve.

What You’ll Do:

As a CSA, you’ll play a vital role in helping our team and clients thrive by:

• Maximizing efficiency for our accounting professionals and firm operations
• Building strong relationships with our clients through thoughtful service
• Ensuring quality in all deliverables by adhering to firm policies and taking initiative

Core Responsibilities:

• Client Support & Communication
• Serve as a professional, friendly point of contact for clients
• Proactively collect and manage client documents
• Format, submit, and deliver client deliverables (paper and electronic)
• Assist with correspondence, portal uploads, and general client follow-up
• Administrative & Project Support
• Set up and manage jobs and project data; ensure accuracy with ROs
• Generate job lists and reports; monitor deadlines
• Help roll jobs forward and finalize completed engagements
• Manage client and contact records in CRM, including preferences and reporting needs
• Scheduling meetings
• Schedule client appointments and coordinate meeting logistics
• Prepare meeting agendas and assemble materials
• Manage conference room reservations and virtual meeting setups
• Reception & Office Operations
• Greet clients and manage lobby areaAnswer and direct incoming phone calls
• Manage incoming/outgoing mail – post office runs multiple times a week
• Provide email support to ROs and assist with special projects as needed

What We’re Looking For:

• High school diploma or equivalent required
• Minimum 2 years of increasingly responsible administrative experience
• Experience in professional services or client-facing environments preferred
• Must have a valid driver’s license and reliable transportation.

Skills & Attributes:

• Intermediate to advanced Microsoft Office skills (Word, Excel, Outlook); comfortable with new software
• Excellent verbal and written communication
• Strong attention to detail and accuracy
• Highly organized with proven ability to manage multiple tasks
• Friendly, positive, and service-oriented attitude
• Ability to work both independently and collaboratively in a fast-paced environment

Why Join Us?

You’ll be part of a supportive and high-performing team where your work truly makes a difference. We invest in your success, recognize your contributions, and value a strong sense of community.

Compensation & Benefits

The total rewards package at Current includes base salary and benefits.

Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.

We provide a robust benefits package, including:

• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
• Company-Paid Life and Long-Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance and short-term disability options
• Classic Safe Harbor 401(k) Plan with employer contributions
• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

Equal Opportunity

We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.