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Client Document Representative Jobs (NOW HIRING)

The Crisis Center

Client Representative

Tampa, FL · On-site

Client Representative Hot Job Mary Lee's House - Tampa, FL 33607 Overview Position Type Full Time ... Document communication with clients into the database. * Assist in gathering data for necessary ...

AO Globe Life

Virtual Client Support Representative

$17.50 - $22.25/hr

Maintain organized client documentation * Participate in ongoing training and mentorship programs ... OPEIU Local 277 union representation * A stable, member-focused organization with 70 years of ...

Ail

Virtual Client Support Representative

Tacoma, WA · On-site

$17.25 - $23.25/hr

Maintain organized client documentation * Participate in ongoing training and mentorship programs ... OPEIU Local 277 union representation * A stable, member-focused organization with 70 years of ...

Hire Talent

Senior Client Service Representative

Boston, MA · On-site

$21 - $28.75/hr

Senior Client Service Representative We are seeking an experienced Senior Client Service ... Monitor receipt and completion of required client documentation, including account information ...

Northfield Township Government Office

Be Seen First

Client Services Representative

Glenview, IL · On-site

$21 - $23/hr

Client Service Representative Position type: Full Time Reports to: Township Administrator Hours ... supporting documents ● Issue Pantry ID cards ● Schedule appointments ● Answer general ...

OUTCOMES OPERATING INC

Client Support Rep

Orlando, FL · Remote

$15.50 - $20.25/hr

JOB SUMMARY The Client Support Representative delivers high-level service, support, and solutions ... Documentation * Accurately record and document client interactions and resolutions. * Keep detailed ...

Outcomes

Client Support Rep

Orlando, FL · On-site

$15.50 - $20.25/hr

JOB SUMMARY The Client Support Representative delivers high-level service, support, and solutions ... Documentation * Accurately record and document client interactions and resolutions. * Keep detailed ...

Regent Bank

Client Support Representative

Tulsa, OK · On-site

$14.25 - $18.75/hr

Client Support Representative Tulsa, OK The Client Support Representative (CSR) serves as the first ... Process documentation and ensure proper documentation before sending to deposit operations for ...

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Client Document Representative information

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How much do client document representative jobs pay per hour?

As of Sep 14, 2026, the average hourly pay for client document representative in the United States is $26.73, according to ZipRecruiter salary data. Most workers in this role earn between $15.38 and $34.13 per hour, depending on experience, location, and employer.

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For Client Document Representative jobs, the most frequently searched job titles are:

Infographic showing various Client Document Representative job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 76% Physical, 3% Hybrid, and 21% Remote job distribution, with an average salary of $55,591 per year, or $26.7 per hour.

Client Service Coordinator

Willoughby, OH • On-site

Somich and Associates CPAs
See more jobs at Somich and Associates CPAsexternal

$16.75 - $21.75/hr

Full-time

Posted 14 days ago

Job description

The Client Service Coordinator serves as a key point of contact for clients, visitors, and the Somich & Associates CPAs team. This position combines front desk/reception responsibilities with administrative and client service support to ensure a professional, welcoming, and efficient experience for everyone who interacts with the Firm.
Essential Responsibilities
Reception & Front Desk
  • Serve as the primary receptionist and welcoming face of Somich & Associates CPAs.
  • Greet clients, visitors, candidates, vendors, and other guests in a friendly and professional manner.
  • Answer, screen, and direct incoming telephone calls.
  • Respond to general inquiries and direct questions to the appropriate staff member.
  • Manage the reception area and ensure it remains clean, organized, and professional.
  • Monitor and manage visitors entering the office.
  • Receive and distribute mail, packages, deliveries, and other correspondence.
  • Coordinate outgoing mail and shipping as needed.
  • Maintain visitor and appointment awareness.
  • Offer refreshments and provide appropriate hospitality to clients and visitors.
  • Assist with meeting room scheduling and preparation.
  • Maintain office calendars and coordinate appointments as assigned.

Client Service
  • Provide a high level of customer service to clients and visitors.
  • Assist clients with general requests and ensure questions are directed to the appropriate team member.
  • Receive client documents and packages and ensure they are routed appropriately.
  • Assist with client document drop-off and pickup procedures.
  • Help coordinate client meetings and appointments.
  • Support a positive, professional client experience from arrival through departure.
  • Maintain confidentiality when handling client and Firm information.
  • Build positive relationships with clients while maintaining appropriate professional boundaries.

Administrative Support
  • Provide administrative assistance to Firm leadership and staff as assigned.
  • Assist with scanning, copying, filing, printing, mailing, and document preparation.
  • Assist with maintaining electronic and physical files.
  • Order and maintain office, kitchen, and reception supplies.
  • Monitor office supply inventory and manage replenishment needs.
  • Assist with scheduling meetings, coordinating events, and preparing meeting materials.
  • Assist with employee events, Firm functions, and special projects.
  • Support administrative processes and projects during tax season and other busy periods.
  • Perform other administrative duties as assigned.

Firm Culture & Team Support
  • Represent the Firm in a manner consistent with Somich & Associates CPAs' professional standards and culture.
  • Demonstrate a positive, helpful, and team-oriented attitude.
  • Work collaboratively with administrative, tax, accounting, and leadership teams.
  • Maintain professionalism and composure during periods of high activity.
  • Be proactive in identifying ways to improve the client and employee experience.
  • Contribute to a welcoming and positive workplace environment.
  • Demonstrate flexibility and willingness to assist wherever needed.

Qualifications
Required:
  • High school diploma or equivalent.
  • Previous experience in reception, administrative support, customer service, hospitality, or a related role.
  • Excellent verbal and written communication skills.
  • Strong interpersonal and client service skills.
  • Professional and polished demeanor.
  • Strong organizational and time-management skills.
  • Ability to manage multiple tasks and priorities.
  • Proficiency with MS 365 Suite, Google Suite, Teams and other standard office technology.
  • Ability to maintain confidentiality and exercise sound judgment.

Preferred:
  • Experience in a professional services environment, particularly accounting, legal, financial services, or another client-focused industry.
  • Experience working in a CPA firm or other professional office.
  • Familiarity with electronic document management systems and client portals.

Physical & Work Environment
This is primarily an in-office position requiring regular interaction with employees, clients, visitors, and vendors. The position may require periods of sitting, standing, walking throughout the office, lifting or moving office supplies and packages, and operating standard office equipment.
Disclaimer
This job description is intended to describe the general nature and level of work performed in this position. It is not intended to be an exhaustive list of all responsibilities, duties, qualifications, or requirements. Responsibilities may be modified or expanded based on the needs of Somich & Associates CPAs.

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