Client Services Associate jobs in United States
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Velocity Work · 3 hours ago

Client Services Associate

Velocity Work is seeking a Client Services Associate to join their team and provide exceptional support for law firm owners during strategic planning retreats. This role involves managing logistics, facilitating communication, and ensuring a seamless experience for clients throughout the planning process.

Professional Training and Coaching

Responsibilities

Be present (in-person in Denver) for quarterly and annual strategic planning retreats
Support the lead facilitator with real-time notes, presentation adjustments, and data retrieval
Manage all retreat logistics: materials, technology setup, client accommodations, meal coordination
Anticipate needs and solve problems before they become visible to the client
Execute immediate follow-up tasks while details are fresh
Audit and maintain membership calendars monthly to ensure accuracy
Draft and send client communications: event details, reminders, accommodations, follow-ups
Coordinate scheduling for group calls, coaching sessions, and live events (invites, Zoom links, confirmations)
Support setup and logistics for all quarterly and monthly client touch points
Maintain client data trackers and ensure information is current and accessible

Qualification

Client communicationLogistics managementAttention to detailData trackingPresentation skillsProactive communicationFast learnerProfessionalismCalm under pressure

Required

Exceptional attention to detail and organizational skills
Ability to stay calm and execute under pressure
Proactive communicator who closes loops without being asked
Fast learner who can absorb complex client histories and business contexts
Comfortable being in high-stakes client meetings and maintaining professionalism
Physical ability to be on your feet and present for full-day sessions
Based in Denver, Colorado

Benefits

Healthcare stipend
Paid time off

Company

Velocity Work

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Working IN your business and working ON your business are two different things.

Funding

Current Stage
Early Stage

Leadership Team

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Melissa S.
Founder
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Company data provided by crunchbase