Client Support Associate — Growth, Training & Impact

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, 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.