Client Services Manager

Accountabilities:

• Provide high-level executive support and coordinate senior leadership priorities, schedules, meetings, and appointments.
• Manage complex calendars and competing priorities while protecting executive time and ensuring commitments are properly scheduled.
• Monitor communications, identify matters requiring attention, and maintain follow-up items through completion.
• Prepare meeting agendas, presentations, reports, briefing materials, and other business documents.
• Attend meetings, capture key decisions and action items, and ensure appropriate follow-through.
• Anticipate executive needs and proactively address scheduling, information, and coordination requirements.
• Handle confidential client and business information with discretion and professionalism.
• Manage assigned projects and initiatives from planning through completion.
• Establish and maintain project plans, timelines, milestones, deliverables, and action items.
• Coordinate internal and external stakeholders, clarify responsibilities, and follow up on deadlines and outstanding commitments.
• Identify project risks, delays, dependencies, and missing information, escalating issues when appropriate.
• Maintain clear project status visibility for leadership and support improvements to recurring processes, workflows, templates, and documentation.
• Support communication and coordination with clients and external stakeholders.
• Coordinate client requests with Accountants, CFOs, Financial Directors, and other professionals.
• Support client onboarding, proposal preparation, invoicing coordination, and accounts receivable follow-up when required.
• Identify requests requiring technical accounting or financial expertise and coordinate them with the appropriate specialist.

Requirements:

• Strong experience as an Executive Assistant, Senior Executive Assistant, Executive Coordinator, or similar role supporting senior executives.
• Demonstrated experience managing projects, initiatives, or cross-functional deliverables beyond traditional administrative responsibilities.
• Strong calendar management, meeting coordination, communication, and executive-priority management skills.
• Excellent written and verbal English communication.
• Strong critical-thinking, problem-solving, organizational, and attention-to-detail skills.
• High emotional intelligence, professional judgment, discretion, and confidentiality.
• Proactive and resourceful approach, with the ability to anticipate needs and independently move work forward.
• Comfortable communicating professionally with clients, executives, and senior stakeholders.
• Strong ownership, accountability, and follow-through across multiple simultaneous priorities.
• Strong working knowledge of Microsoft 365.
• Practical experience using AI tools such as ChatGPT, Microsoft Copilot, Claude, or similar tools for professional work.
• Ability to work remotely from Latin America with consistent availability during agreed U.S. Pacific Time business hours.
• Comfortable using Hubstaff for time tracking and engagement-related reporting.
• 5+ years of executive support experience is preferred.
• Experience supporting founders, partners, C-suite executives, or senior leadership is advantageous.
• Experience independently managing projects from initiation through completion is a plus.
• Exposure to accounting, finance, bookkeeping, outsourced accounting, consulting, or professional services is preferred.
• Experience working with U.S. or international clients is an advantage.
• Familiarity with project management, CRM, and workflow-management platforms is a plus.

Benefits:

• Remote work from Latin America.
• Contractor fee starting from USD 1,500 per month.
• Health insurance.
• Work-from-home arrangement.
• Opportunity to work with international clients and senior stakeholders.
• Exposure to accounting, finance, and professional services operations.
• Flexible remote environment aligned with U.S. Pacific Time business hours.