Junior Client Services & Onboarding Associate

Community CPA; BLOOMINGTON (MN); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Competitive pay

Bonus opportunities

Comprehensive benefits

Paid training

Mentorship

Growth opportunities

Team-oriented culture

Job summary

Community CPA is seeking a Junior Business Associate to support front desk service, onboarding, and business advisory tasks for diverse clients. You will help create a welcoming, organized client experience from first contact through ongoing services.

The role emphasizes collaboration, research support, and responding to client needs while growing in a fast-growing, technology-driven firm that values development and mentorship.

Qualifications

• Degree in business-adjacent fields or equivalent work experience.
• Strong customer service and communication skills.
• Ability to juggle multiple tasks with discretion and accuracy.

Responsibilities

• Welcome clients and visitors, answer and direct calls, schedule appointments, and manage mail and meeting rooms.
• Support prospective clients by preparing for discovery meetings and tracking follow-ups.
• Coordinate new client onboarding, including forms and progress tracking.
• Assist with client consultation prep, organize information, and support research projects.

Skills

Customer service

Communication

Organization

Problem solving

Research

Bilingual (Spanish/English)

Education

Bachelor’s/Associate in related field

Tools

Microsoft Office

Job description

Community CPA is seeking a Junior Business Associate to support front desk service, onboarding, and business advisory tasks for diverse clients. You will help create a welcoming, organized client experience from first contact through ongoing services.

The role emphasizes collaboration, research support, and responding to client needs while growing in a fast-growing, technology-driven firm that values development and mentorship.