Associate/Senior Associate - Client Relations

Role Summary:

The Client Relations Associate/Senior Associate will be the primary point of contact for our clients, ensuring smooth communication, timely delivery of services, and a consistently high level of client satisfaction. This role requires strong coordination skills, an understanding of finance/accounting workflows, and the ability to manage client expectations professionally.

Key Responsibilities

Client Relationship Management

• Act as the main point of contact for assigned clients across accounting, bookkeeping, payroll, or compliance projects.
• Build strong, trust-based relationships with clients and understand their business needs.
• Maintain regular communication to update clients on progress, upcoming deliverables, and any pending information required.

Service Coordination & Delivery

• Coordinate internally with accounting, operations...