Client Services Associate

Pay: $20.00 - $25.00 per hour
Job type: Full-time
Schedule: Monday to Friday
Location: Remote (United States)
A business leader arrives with a question: which of three investment proposals should be funded, how reporting lines should run after a reorganization, or why one business unit keeps missing its targets. To answer, the firm starts from the records, reading funding assumptions, reporting structures, management reports and the objectives the client has written down, then compares the options in front of them. Wert Group is hiring a Client Services Associate to support that work, working remotely from Boston, United States.

About Wert Group
Wert Group is a management consulting firm based in Boston, Massachusetts. It works on strategy, organization and governance for business leaders, owners and management teams, covering strategic priorities, organization design, operating models, performance review, governance and decision rights, and regional operating models that include headquarters and regional responsibilities across Germany, Austria and Switzerland. An engagement begins with the records and ends with a written recommendation, usually a decision paper for the people who approve the change, together with the requirements that follow from it.

The Position
You support the consultants and the engagement lead on live mandates, keeping the records straight and the documents moving. You gather and organize client materials, track what has been received and what is still outstanding, and prepare the drafts and summaries the team works from. You are the steady point of contact for client-side managers who need to know where a request stands.

Responsibilities

• Collect client records such as investment proposals, funding assumptions, reporting structures and management reports, and keep each engagement file complete.
• Compare figures and documents side by side and note where they differ from the stated objectives.
• Maintain the tracking log of open requests, deadlines and client responses, and follow up on items still outstanding.
• Draft and format decision papers, meeting notes and summaries for review by the engagement lead.
• Prepare materials for client meetings and record the decisions and follow-up actions afterwards.
• Schedule calls with client-side managers and confirm attendance and documents ahead of each review.
• Keep shared files organized so any consultant can find the version the client has seen.

Requirements

• Basic knowledge of how a business is organized: reporting lines, operating records and management reports, from studies, an internship or a first job.
• Comfortable working in spreadsheets and presentation documents, and able to lay out a table or a written summary clearly.
• A good command of written and spoken English.
• Care with detail when figures and documents are compared, and the habit of checking a version before it is sent.
• Clear communication with colleagues and client contacts, in writing and on calls.
• Reliability with commitments and deadlines, and discretion with client material.
• An organized way of working across several engagements at once, and willingness to learn how the firm runs an engagement.

Additional Qualifications

• Coursework or first exposure to accounting, finance or business administration.
• German language skills, helpful for engagements involving headquarters and regional operations in Germany, Austria and Switzerland.
• Experience preparing written material for a reader who will make a decision.

Terms

• Permanent, full-time position.
• Remote, listed in Boston, United States. The work is document-based and carried out through shared files and scheduled calls with the engagement team and client contacts, so it can be done remotely.
• Medical, dental and vision insurance.
• 401(k) with company match.
• Paid time off and paid holidays.
• Annual professional development budget.
• Laptop and home office equipment for remote work.

The Team
You work alongside the consultants and the engagement lead on each mandate, and you are in regular contact with client-side managers who supply the records and attend the reviews. The team reviews drafts together before anything reaches the client.

Your First Review
In your first weeks you read the client's investment proposals, funding assumptions and management reports and build the engagement file from them. You then sit in on your first performance review with the engagement lead and the client-side managers. The first written recommendation you contribute to sets out the priorities and responsibilities that follow from that review.
Wert Group is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or veteran status.
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