Client Services Representative

Job Overview:

The Client Services Assistant will support the Principal in managing client engagement, outsourcing coordination, internal operations, and administrative processes. The role focuses on facilitating smooth communication, maintaining robust procedures, and ensuring service delivery standards are met under the direct instruction and supervision of the Principal.

This position is operational and coordination-focused rather than decision-making, with a strong emphasis on professionalism, process discipline, and follow-through.

Key Responsibilities:

• Client & Outsourcing Liaison – Liaise with outsourcing firms and external service providers as directed, including requesting information, coordinating work progress, and following up on outstanding matters.
• Assist with client communications under instruction, including requesting documents and information required to complete engagements.
• Ensure all correspondence is professiona...