Client Service Associate ( Remote)

About the Role

Stevens, Blair & Company is seeking a Client Service Associate to support day-to-day research and administrative activities. This role will assist with client information, project records, correspondence, scheduling, and maintaining accurate internal documentation.

Responsibilities

• Maintain and update client and project information

• Process incoming information and keep records current

• Assist with research project coordination and administrative tasks

• Organize electronic files, spreadsheets, and project documentation

• Review information for completeness and accuracy

• Respond to routine inquiries and provide general assistance

• Coordinate schedules, follow-ups, and project-related communications

• Prepare basic reports, lists, and internal documents

• Support research staff with day-to-day operational needs

Qualifications

• Strong organizational and computer skills

• Good written and verbal communication

• Comfortable working with spreadsheets and online systems

• Ability to manage multiple assignments and meet deadlines

• Reliable and able to work independently in a remote environment

• Previous administrative, research, office, or service experience is a plus