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Client Services Administrator
Coordinate client onboarding and account setup to ensure timely service delivery.
Carlsbad, California, United States
Junior
yesterday
Client Services Administrator
A well-respected professional services firm is seeking a polished client services administrator to support client onboarding, account maintenance, and internal coordination. This role blends administrative precision with high-touch customer interaction.
Day-to-day impact:
- Serve as the primary administrative liaison for new and existing clients
- Coordinate document collection, account setup, and service requests
- Maintain meticulous digital and physical client records
- Track service timelines and proactively follow up on outstanding items
- Prepare client correspondence, reports, and presentation materials
- Support leadership with calendar management and meeting logistics
- Identify opportunities to improve client service workflows
Requirements:
- 2+ years of administrative, client services, or office coordination experience
- Exceptional organizational and multitasking abilities
- Strong professional communication skills (written and verbal)
- Advanced proficiency in Microsoft Office Suite
- Experience with crm systems (salesforce, hubspot, or similar) preferred
- High level of professionalism and client confidentiality
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