Client Services Associate

Creative Financial Staffing, LLC; Old Bridge (NJ); On-site; USD 54,000 - 66,000; Full time

Job summary

Creative Financial Staffing, LLC in New Jersey is seeking a Client Services Associate to serve as the primary client contact in a fast-paced professional services environment. This role supports tax operations and coordination across the team, ensuring seamless client experiences during peak season.

The ideal candidate brings customer service experience, strong communication skills, and proficiency with Microsoft Office.

Qualifications

• Previous customer service experience required.
• High-volume call center experience strongly preferred.
• Strong verbal and written communication skills.
• Experience with project coordination or workflow management is a plus.
• Proficiency with Microsoft Office applications.
• Associate’s or Bachelor’s degree preferred. Experience with workflow management software is a plus.

Responsibilities

• Manage a high volume of inbound client calls.
• Conduct outbound follow-up calls to gather documentation and schedule appointments.
• Track client workflows and help move projects through internal processes.
• Coordinate requests between clients and internal professionals to ensure timely resolution.
• Assist with administrative functions including invoicing, document preparation, printing, and scheduling.
• Maintain accountability for resolving client inquiries from start to finish.

Skills

Customer service

Call center

Communication

Microsoft Office

Project coordination

Workflow management

Education

Associate/Bachelor's degree preferred

Tools

Workflow software

Job description

If you’re looking for a fast-paced role where you’ll be the key connection between clients and a growing professional services team, this opportunity offers strong exposure, career growth, and the chance to make an immediate impact. Join a collaborative environment where your communication, organization, and customer service skills will be valued every day.

Client Services Associate

Salary: Up to $60,000

Why This Opportunity Stands Out:

• Join a highly visible role that serves as the primary point of contact for clients.
• Gain exposure to professional services and tax operations in a dynamic, deadline-driven environment.
• Work closely with leadership and experienced professionals who rely on your coordination and follow-through.
• Opportunity to develop project coordination and client relationship management skills.
• Be part of a team that promotes from within and provides advancement opportunities for top performers.
• Expand your experience using client management and workflow technology platforms.
• Play a critical role in ensuring an exceptional client experience during a busy and impactful season.
• Work in a collaborative, business casual office environment where adaptability and initiative are valued.

Key Responsibilities for the Client Services Associate:

• Manage a high volume of inbound client calls.
• Conduct outbound follow-up calls to gather documentation and schedule appointments.
• Track client workflows and help move projects through internal processes.
• Coordinate requests between clients and internal professionals to ensure timely resolution.
• Assist with administrative functions including invoicing, document preparation, printing, and scheduling.
• Maintain accountability for resolving client inquiries from start to finish.

Qualifications for the Client Services Associate:

• Previous customer service experience required.
• High-volume call center experience strongly preferred.
• Strong verbal and written communication skills.
• Experience with project coordination or workflow management is a plus.
• Proficiency with Microsoft Office applications.
• Associate’s or Bachelor’s degree preferred. Experience with workflow management software is a plus.

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INSEP2026