Stewart & Company

Firm Overview

For over 40 years, Stewart & Company has served business owners and their leadership teams to plan for and build their operational & financial health. The Firm operates with an open-door policy and empowers the leaders in the firm to manage their departments. The Firm's practitioners are invested in helping our clients achieve their goals. Our practitioners care about our clients’ businesses as if they were our own, building long-term partnerships between their teams and ours. Our team members provide a positive outlook with a multi-disciplined approach to empowering small and mid-sized businesses to make informed decisions. All of this, while creating a family environment built on respect, reliability, and accountability. Balance work, life, and books with Stewart & Company, where everybody COUNTS! 

Position Overview:

The Client Support Services Associate provides flexible coverage and assistance across all facets of the Operations and Support Department. This position is intentionally cross-trained to provide capacity and continuity when departmental responsibilities need coverage due to vacancies, employee absences, peak workload periods, or shifting business needs. Rather than serving as the primary owner of one function, the Associate works collaboratively with team members to support client service, front desk, administrative, and operational activities while helping ensure a positive and consistent client experience.

Daily Contributions:

• Provide flexible, cross-trained coverage across Operations and Support functions based on daily business needs, workload demands, employee absences, and departmental capacity.
• Serve as a versatile departmental resource by assisting with client-facing, administrative, and operational responsibilities as needed, rather than serving as the primary owner of any one function.
• Provide backup coverage for front desk and reception activities, including greeting clients and guests, answering phone calls, and maintaining a professional and welcoming environment.
• Support client service needs by assisting with general inquiries, document pickup and delivery, intake forms, payments, appointment coordination, and other client requests.
• Assist with the preparation, processing, tracking, and routing of client documents and correspondence in accordance with firm procedures.
• Provide coverage for client follow-up needs, including obtaining signatures, helping clients submit information, and assisting with basic questions about firm processes.
• Support new client onboarding activities, including the distribution of New Client Questionnaires, scheduling assistance, and providing general guidance.
• Assist with maintaining accurate client records, documentation, and other departmental information as needed.
• Provide backup support for mail, postage, fax distribution, document check-in, and other recurring administrative processes.
• Assist with opening and closing procedures, front office security protocols, and other office support responsibilities when coverage is needed.
• Support the monthly newsletter and other departmental communications, projects, and special initiatives as assigned.
• Work collaboratively with Operations and Support team members to maintain continuity of service during absences, peak workload periods, and shifting business needs.
• Coordinate with internal teams to help ensure client and firm requests are directed to the appropriate team member and addressed in a timely manner.
• Escalate complex issues or requests to the appropriate team member or management.
• Provide additional support throughout the Operations and Support Department and across the firm as requested.
• Step into defined departmental responsibilities for short- or longer-term coverage periods when a position is vacant or a team member is unavailable, while coordinating with management and team members to ensure responsibilities are transitioned and handled consistently.

Key Skills & Attributes:

• Excellent verbal and written communication skills.
• Strong interpersonal and customer service skills.
• Exceptional organizational skills and keen attention to detail.
• Ability to manage multiple tasks, prioritize effectively, and meet deadlines in a fast-paced environment.
• Strong problem-solving and decision-making abilities.
• Proficiency in Microsoft Office Suite and related office software.
• Ability to work both independently and collaboratively as part of a team.
• Friendly, professional, and client-focused demeanor.
• Ability to maintain professionalism and composure in stressful situations.

Education & Experience:

• High school diploma or equivalent required; associate degree preferred.
• At least two years of related experience in client support, client services, administrative assistance, or a similar role preferred.
• Experience in a CPA or professional services environment is a plus but not required.

Physical Requirements:

• Ability to sit for extended periods while working at a desk and using a computer.
• Ability to stand for extended periods.
• Ability to occasionally lift up to 20 pounds.
• Ability to communicate effectively, both in writing and verbally.

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance