CleryonCustomer Service and Client Support
Client Services Assistant
A remote assistant who supports the administrative work around client onboarding, appointments and ongoing communication, so client relationships run smoothly.
Role overview
What this role covers.
A Client Services Assistant supports the behind-the-scenes work that keeps client relationships organised. The role helps with onboarding new clients, coordinating appointments, following up documents and keeping client records current. The support is shaped around your systems and processes, so clients have a smooth, organised experience from the first interaction onward.
Why this role exists
The work that keeps slipping needs an owner.
Client work involves a lot of coordination. Onboarding steps, appointments, documents and updates all need to happen on time, and gaps are noticed by clients.
A Client Services Assistant gives that coordination consistent ownership, so onboarding is organised, documents are followed up and client records stay current.
What this role can help with
Practical, recurring support.
- Supporting client onboarding steps and paperwork
- Coordinating appointments and meetings
- Following up outstanding documents or information
- Updating CRM and client records
- Sending routine client communication and updates
- Keeping client files organised and accessible
What good support looks like
The outcomes you should see.
- New clients are onboarded in an organised, consistent way
- Appointments are coordinated and confirmed without gaps
- Outstanding documents are followed up and completed
- Client records in the CRM stay accurate and current
- Clients receive timely, professional communication
Responsibilities
Day-to-day ownership.
- Support client onboarding steps and required paperwork
- Coordinate and confirm appointments and meetings
- Follow up outstanding documents and information
- Update CRM records, notes and statuses
- Send routine client communication to your templates
- Keep client files organised and easy to find
- Flag anything that needs attention from the client team
What this role is not
Clear boundaries.
- This is client services support, not an advisory or account-management decision role
- It does not provide advice that requires formal qualifications
- It does not make commitments to clients without your approval
- It works within the systems, templates and authority you provide
Best-fit profile
Who tends to do this well.
- Two or more years in client services or administrative support
- Organised, personable and reliable with follow-ups
- Confident with CRM systems and document tools
- Professional written communication in English
- Comfortable coordinating across people and schedules
Set up for success
Clear from the start, visible as it runs.
What Cleryon helps clarify before the role starts
- The onboarding steps and client processes the role will support
- The CRM, tools and access the role will need
- Working hours and the overlap required with your team
- How client communication should be handled and approved
- What a smooth client experience looks like for you
How progress can be kept visible
- Agreed working hours and a regular check-in rhythm
- A shared view of onboarding and appointment status
- Regular updates on outstanding documents and follow-ups
- Clear notes kept against each client record
- A simple way to raise questions and flag issues early
Related support roles
Other roles in Customer Service and Client Support.
Customer Support Coordinator
A remote coordinator who handles routine customer enquiries and keeps communication moving through your agreed processes, so customers are looked after consistently.
View this roleAppointment and Follow-Up Coordinator
A remote coordinator who keeps bookings, reminders and follow-ups organised for customers and internal teams, so appointments are handled consistently.
View this roleNext step
Talk through this role with us.
Tell us what is taking too much time and what you would like this role to take ownership of. We will help shape it around your workload, systems and working hours.