Client Services Administrater (CSA)

Position: Client Services Administrator (CSA)

Location: Bellingham, WA
Schedule: Monday through Friday - 8:00 am to 5:00 pm
Work Arrangement: Full time - In Office

Pay Rate: $21.00 - 29.00 per hour (DOE)

Larson Gross is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. We currently have offices in:

• Bellingham, WA

• Burlington, WA

• Lynden, WA

• Yakima, WA

• Wenatchee, WA

We are seeking a full-time Client Services Administrator (CSA) in our Bellingham, Washington office.

At Larson Gross, we’re dedicated to delivering exceptional client experiences, empowering our team to do their best work, and fostering a culture of collaboration, integrity, and growth. We’re currently seeking a Client Service Administrator (CSA) to join our team and provide proactive, high-level administrative support to a group of Relationship Owners (ROs) and those working on their behalf.

What You’ll Do

As a CSA, you’ll play a vital role in helping our team and clients thrive by:

• Maximizing efficiency for our accounting professionals and firm operations

• Building strong relationships with our clients through thoughtful service

• Ensuring quality in all deliverables by adhering to firm policies and taking initiative

Core Responsibilities

Client Support & Communication

• Serve as a professional, friendly point of contact for clients

• Proactively collect and manage client documents

• Format, submit, and deliver client deliverables (paper and electronic)

• Assist with correspondence, portal uploads, and general client follow-up

Administrative & Project Support

• Set up and manage jobs and project data; ensure accuracy with ROs

• Generate job lists and reports; monitor deadlines

• Help roll jobs forward and finalize completed engagements

• Manage client and contact records in CRM, including preferences and reporting needs

• Scheduling & Meetings

• Schedule client appointments and coordinate meeting logistics

• Prepare agendas and assemble materials

• Manage conference room reservations and virtual meeting setups

• Reception & Office Operations

• Greet clients and manage lobby area

• Answer and direct incoming phone calls

• Manage incoming/outgoing mail

• Provide email support to ROs and assist with special projects as needed

What We’re Looking For

• High school diploma or equivalent required

• Minimum 2 years of increasingly responsible administrative experience

• Experience in professional services or client-facing environments preferred

Skills & Attributes

• Intermediate to advanced Microsoft Office skills (Word, Excel, Outlook); comfortable with new software

• Excellent verbal and written communication

• Strong attention to detail and accuracy

• Highly organized with proven ability to manage multiple tasks

• Friendly, positive, and service-oriented attitude

• Ability to work both independently and collaboratively in a fast-paced environment

What Success Looks Like

• Client Service

• Anticipate client needs and follow through with initiative

• Understand the services we offer and support their delivery

• Ensure timely, polished, and professional client experiences

Teamwork & Personal Effectiveness

• Collaborate with colleagues to ensure firm-wide success

• Take ownership of your role and contribute with integrity

• Remain open to feedback and committed to growth

• Technical Competence

• Communicate clearly and professionally

• Prioritize and adapt to shifting deadlines and responsibilities

• Uphold firm standards and seek continuous improvement

This position operates as part of a US Northeast-based team, with typical working hours aligning with Pacific Standard Time (PST) to facilitate effective collaboration. We offer flexibility in managing your schedule to maintain a healthy work-life balance while meeting business needs.

We are excited to invite talented individuals to join our dynamic team!

In addition to a rewarding career, we provide a robust benefits package, including:

• Health, Dental, and Vision Insurance (with options for fully paid employee-only coverage for health and dental)

• Company-Paid Life and Long-Term Disability Insurance

• Ancillary Benefits such as supplemental life insurance and short-term disability options

• Classic Safe Harbor 401(k) Plan with employer contributions

• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions!

“Larson Gross” is the brand name under which Larson Gross Assurance, PLLC and Larson Gross Advisors, LLC (and its subsidiaries) provide professional services. Larson Gross Assurance, PLLC and Larson Gross Advisors, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Larson Gross Assurance, PLLC is a licensed independent CPA firm that provides attest services to its clients, and Larson Gross Advisors, LLC provides tax and business consulting services to their clients. Larson Gross Advisors, LLC is not a licensed CPA firm. The entities falling under the Larson Gross brand name are independently owned and are not liable for the services provided by any other entity providing services under Larson Gross brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by Larson Gross Assurance PLLC, and Larson Gross Advisors, LLC (and its subsidiaries).

Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law.