Client Support Associate

Springline Advisory, Inc.; Dallas (TX); On-site; USD 40,000 - 52,000; Full time

Benefits offered by this job

Competitive compensation

Growth opportunities

Collaborative culture

Job summary

HM&M, a Springline company, seeks a Client Support Associate to provide administrative support, basic bookkeeping, and client service for a family office client. You’ll maintain records, coordinate daily activities, and learn established processes with hands-on training.

Ideal candidates have a high school diploma, familiarity with bookkeeping concepts, and experience in administrative or client service roles; proficiency with Excel, Word, QuickBooks helpful.

Qualifications

• High school diploma or equivalent required; college coursework in business or accounting preferred.
• Familiarity with basic bookkeeping concepts and accurate handling of financial data.
• Administrative, bookkeeping or client service experience preferred; transferable experience considered.
• Proficiency with Microsoft Excel and Word; good organization and communication skills.
• Experience with QuickBooks and financial reporting is a plus; willingness to learn client processes.

Responsibilities

• Provide administrative support, including correspondence, document management, scheduling, and follow-up.
• Perform basic bookkeeping activities, record transactions, and maintain accurate records.
• Assist with accounts payable, payments, and preparation of basic financial reports.
• Communicate clearly with clients and colleagues; provide timely updates and escalate issues.
• Handle sensitive information with confidentiality; manage competing priorities and deadlines.
• Learn firm procedures and software applications, including QuickBooks, Excel, Word, and Outlook.
• Support documentation of recurring processes and identify efficiency improvements.

Skills

Administrative experience

Basic bookkeeping familiarity

Client service experience

Strong organizational skills

Excellent communication

Education

High school diploma or equivalent

College coursework in business/accounting preferred

Tools

QuickBooks

Excel

Word

Outlook

Job description

HM&M, a Springline company, is an award-winning regional firm with the reach and resources of a national powerhouse. As a founding firm member of Springline Advisory, we bring expanded capabilities, deeper expertise, and even greater opportunities to serve our clients—while staying true to the personalized, high-touch service and vibrant culture that sets us apart.

This is an exciting time to join our firm as we redefine the middle-market accounting and business advisory space. We proudly invest in our people with a winning blend of values, expertise, and ambition. Our people-first approach empowers our team members to thrive within a culture that supports growth, innovation, and collaboration. Our commitment to investing in talent means flexibility, professional development, enhanced benefits, and a range of career paths to explore.

About the Role:

The Client Support Associate provides a blend of administrative, basic bookkeeping, and personalized client support for a family office client. Working closely with the firm’s client service team, this position maintains accurate records, coordinates daily activities, and responds professionally to client needs. The associate will receive hands‑on training in established processes and gradually assume responsibility for assigned work. Success requires organization, discretion, attention to detail, sound judgment, and a service‑oriented approach.

What You’ll Do:

• Perform routine bookkeeping activities, including transaction entry, reviewing and reconciling daily account balances, and maintaining accurate financial records.
• Assist with accounts payable, payments, expense tracking, and preparation of basic financial reports and supporting schedules.
• Provide administrative support, including correspondence, document management, scheduling, and follow‑up on requests.
• Communicate clearly and professionally with clients and firm colleagues; provide timely updates and escalate issues appropriately.
• Handle sensitive personal and financial information with accuracy, discretion, and confidentiality.
• Manage competing priorities, meet deadlines, and take ownership of assigned tasks while working independently and collaboratively.
• Learn and follow established client procedures and software applications, including QuickBooks, Excel, Word, and Outlook.
• Assist with organizing records, researching discrepancies, and preparing information for tax and client service professionals.
• Support documentation of recurring processes and identify practical opportunities to improve efficiency.
• Provide patient, respectful assistance with routine technology or administrative questions.
• Perform other related client service and administrative duties as assigned.

About You:

• High school diploma or equivalent required; additional college education or experience in business, accounting, or a related field preferred.
• Familiarity with basic bookkeeping concepts and the ability to work accurately with financial information.
• Administrative, bookkeeping, executive support, or client service experience preferred; relevant transferable experience considered.
• Working knowledge of Microsoft Excel and Word; strong organization, communication, problem‑solving, and follow‑through skills.
• Experience with QuickBooks, reconciliations, or financial reporting preferred; ability and willingness to learn client‑specific processes required.

Why Join Us:

We’re growing rapidly and constantly evolving, allowing our team members to share their unique perspectives, solve new challenges, and own their careers. We’re committed to supporting your happiness, health, and overall well‑being by providing comprehensive benefits and perks, including:

• Dynamic and Innovative Work: An opportunity to play a critical role within a rapidly growing firm with a supportive and collaborative culture.
• Growth Opportunities: A dynamic and supportive environment where your contributions will directly impact the firm’s growth and success and share in the rewards.
• Collaborative Culture: A team‑oriented culture that values innovation, entrepreneurial spirit, and growth mindset.
• Competitive Compensation: A comprehensive salary and benefits package, including growth opportunities.

HM&M, a Springline company, is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.