top of page
Screen Shot 2022-03-07 at 8_edited.jpg

Client Services Associate

Job Description: Client Services Associate

Supervisor: Principal

Job Title: Client Services Associate

Job Type: Part-time Contractor 

Salary: $25-30 per hour 

Work Location: Hybrid/Remote 

About CSR 

Why We Exist: To create greater happiness and success for organizations and their owners. 

What We Do: We transform our clients into higher-performing organizations that are better aligned to their stakeholders’ vision

Core Values: 

  • Tenacity

  • Versatility

  • Caring

  • Openness


We get into the specifics of each organization’s current strategic plan and then work from the inside to make meaningful and financially rewarding improvements. This requires passion, camaraderie, insightfulness, tenacity, versatility, and hard (hands-on) work, all of which are hallmarks of CSR’s approach. 

Three Uniques: 

We focus on stakeholders and their organizations

Our compensation model is tied to owners’ success

We implement what we recommend 

CSR is a consultancy which seeks to accelerate the growth of small- and medium-sized businesses by delivering strategically-driven results. The Client Services Associate serves as the glue for client engagements, facilitating the general workflow and ensuring a degree of organization and accountability with regard to the engagement’s tasks and objectives. In addition, the Client Services Associate will work hands-on and play an important role in completing projects and deliverables.

Principal Responsibilities

  • Facilitate the workflow for client engagements; and track deliverables and due dates

  • Facilitate the workflow for strategic planning sessions; assist in the pre-session preparation and post-session production of strategic plans

  • Create project plans for engagement objectives, in collaboration with the consultant team

  • Attend, display materials, and take notes for all client and team meetings

  • Produce first drafts of meeting agendas and minutes for client meetings

  • Assist in creation of client budgets and financial dashboards

  • Support Client Managers with research, graphics, and analytical work product as requested

  • Assist in recruitment activities for client and internal roles as requested

  • Provide regular updates to the Principal on the status of client engagements

  • Complete or delegate other duties as identified and communicated by the Principal

  • Attend monthly CSR team meetings


  • Bachelor's degree in business OR at least 3 years experience in a business-to-business environment (both preferred)

  • Familiarity with basic financial reporting (income statements, A/R aging, etc.)

  • Proficiency with Excel/Google Sheets

  • Strong writing and excellent attention to detail

  • A “take-charge” personality combined with a professional and highly credible demeanor

  • Ability to problem-solve, adapt, and improvise

  • Strong communication skills, both internally and externally

  • Because of the critical nature of engagements, it is expected that the contractor will be timely with regard to the monitoring and answering of both client and intra-CSR communications (i.e., phone messages, calls, e-mails, texts, etc.). 

A sense of urgency is a vital component of the CSR service offering with a premium being placed on attention to detail. 

When you apply please include a cover letter that includes the following: 

1) Please briefly explain (1-2 sentences) why you are interested in this role. 

2) What type of work energizes you? 

3) What type of work drains you? 

Incomplete applications will not be considered.

$25-30 per hour

Upload Cover Letter
Upload Resume


Disability/assistance: If you require assistance or accommodations in completing this application, please contact Aleksandra at

CSR is an Equal Opportunity Employer and seeks to employ and assign the best qualified personnel for all of our positions in a manner that does not unlawfully discriminate against any person because of race, color, religion, gender, marital status, age, national origin, physical or mental disability, sexual orientation, veteran/reserve and National Guard status or any other status or characteristic protected by law.

Thanks for submitting application!
Client Services Associate-Internal
Client Manager-Internal Postings-Application
bottom of page