Junior Client Services Associate – Onboarding & Advisory

Community CPA; Houston (TX); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Competitive pay

Bonus opportunities

Comprehensive benefits

Paid training

Mentorship

Growth across client service and advis

Job summary

Community CPA is seeking a Junior Business Associate to support prospective clients, onboarding, and advisory assistance. You will help create an organized and responsive client experience from the first interaction through ongoing services.

The role emphasizes strong customer service, clear communication, and the ability to juggle multiple priorities while maintaining confidentiality and professionalism. Training and growth opportunities accompany a supportive team environment.

Qualifications

• Associate’s or bachelor's degree in Business, Accounting, Communications, Marketing, or related field.
• Strong customer service, communication, organization, research, and problem-solving skills.
• Ability to manage multiple priorities with confidentiality and professionalism.
• Proficiency with Microsoft Office and comfort learning new technology.

Responsibilities

• Support prospective clients by preparing for discovery meetings, gathering basic information, maintaining records, tracking follow-ups, and assisting with proposals.
• Coordinate new client onboarding, including forms, documents, service-team introductions, progress tracking, and follow-up on outstanding items.
• Assist with client consultation preparation, organize information, prepare meeting notes, track action items, and support research and special projects.

Skills

Customer service

Communication

Organization

Research

Problem-solving

Education

Business/Accounting/Communications/Marketing degree

Tools

Microsoft Office

Job description

Community CPA is seeking a Junior Business Associate to support prospective clients, onboarding, and advisory assistance. You will help create an organized and responsive client experience from the first interaction through ongoing services.

The role emphasizes strong customer service, clear communication, and the ability to juggle multiple priorities while maintaining confidentiality and professionalism. Training and growth opportunities accompany a supportive team environment.