Operations & Client Services Associate
This is your chance to join two professional firms on day one of your career — and actually matter from the start.
As our Operations & Client Services Associate, you'll support Rodriguez Reiffert & Co., P.C. (a growing CPA firm) and an affiliated law firm from the same office. You'll be the first voice prospective law firm clients hear, responsible for converting inbound calls into scheduled consultations — real sales, real results, real accountability. On the CPA side, you'll manage front office operations, onboard clients into our systems, and keep everything running smoothly.
This is not a "answer the phone and file things" job. You'll be client-facing, results-oriented, and a visible part of two professional firms from day one.
What you'll actually do:
- Answer calls from prospective law firm clients and convert them into booked consultations
- Follow up with leads, track intake, and help drive new business for the law firm
- Onboard CPA firm clients into our practice management and document systems
- Coordinate schedules and serve as a communication hub across both firms
- Support digital workflows as we continue modernizing our practice
What we're looking for:
- You're a strong communicator — confident on the phone, warm in person, clear in writing
- You stay organized when things get busy and don't need to be told what to do next
- You're comfortable with software and pick up new tools quickly
- You're interested in professional services — legal, financial, or both
- Bachelor's or Associate's degree preferred (any major); relevant experience considered
Why start your career here:
- Work inside two professional firms simultaneously — rare exposure at any experience level
- Visible, measurable impact from day one — your conversion metrics matter
- Mentorship from experienced professionals in law and accounting
- A firm actively investing in technology and growth — your ideas will land
Salary: $38,000 – $48,000 | Full-time | In-office | San Antonio
To apply: prodriguez@cpasat.com | 210-822-9950