Client Services Associate

Description

The Client Services Associate plays a critical support role in CSC’s client experience and internal execution. By partnering closely with Account Management and Procurement teams, this position ensures lease transactions move efficiently from onboarding through commencement. The Client Services Associate helps maintain operational accuracy, supports timely documentation and processing, and enables Account Managers to focus on relationship management and strategic client needs.

Through strong coordination, attention to detail, and proactive communication, this role contributes directly to client satisfaction, internal alignment, and the smooth execution of CSC’s leasing operations.

What You’ll Do at CSC

Account & Team Support

· Assist Account Managers and Procurement Specialists throughout the lease origination process, including onboarding new clients, servicing existing clients, and supporting leases through commencement.

· Provide administrative and operational support to ensure deadlines and internal requirements are met.

· Summarize and document account information to support efficient lease processing.

Client Support & Communication

· Support client outreach and follow-up efforts as directed by the Account Management team.

· Help ensure client requests and documentation needs are addressed accurately and professionally.

· Promote clear and effective cross-departmental communication to support comprehensive account management.

Order Entry & Transaction Processing

· Accurately process order entries and sale-leaseback transactions with strong attention to detail.

· Assist with invoice processing and documentation tracking to ensure completeness and compliance.

· Support lease extensions and other administrative updates as needed.

Documentation & Compliance Support

· Help generate, collect, organize, and maintain lease and onboarding documentation in accordance with company standards.

· Ensure required documentation is properly stored and accessible for internal teams.

Learning, Development & Peer Support

· Participate in team meetings, training sessions, and peer mentorship opportunities.

· Take detailed notes to build knowledge of the full lease origination lifecycle.

· Contribute to process improvement initiatives through cross-functional collaboration.

Requirements

Qualifications

• 3+ years of experience in an administrative, leasing, or related role
• Experience supporting order entry, documentation, or transactional workflows.
• Salesforce.com experience preferred.

The Skills and Experience You’ll Need to Be Successful

Administrative & Operational Support

· Ability to manage multiple tasks simultaneously while maintaining accuracy and organization.

· Strong attention to detail, particularly when handling documentation, order entry, and data inputs.

Systems & Tools

· Familiarity with CRM platforms, particularly Salesforce.com, to support account and documentation management.

· Proficiency in Microsoft Office Suite, including Excel.

Communication & Collaboration

· Professional verbal and written communication skills.

· Strong interpersonal skills, including teamwork and active listening.

· Ability to collaborate effectively across departments

Client-Focused Mindset

· Demonstrated ability to support client needs and contribute to positive service outcomes.

· Comfortable working in a fast-paced, service-oriented environment.

Independent Problem Solving & Critical Thinking

-Demonstrated ability to work independently, assess situations, and apply sound judgment to resolve issues without constant supervision.

-Strong critical-thinking skills, with the ability to analyze information, identify discrepancies, and recommend practical solutions.

-Comfortable making decisions within established guidelines and escalating appropriately when needed.

Analytical & Technical Skills

• Strong mathematical aptitude with the ability to perform calculations, validate figures, and identify variances.
• Proficiency in Excel, including use of formulas, sorting/filtering, and basic data analysis to support lease and documentation accuracy.

What We Believe - Company Vision and Values

At CSC, we believe in the power of innovation to reshape the world. We are committed to enabling businesses to thrive by providing flexible and forward-thinking financial solutions.

Our vision is simple yet profound: We envision a world reshaped by the ingenuity of innovators.

We are guided by six core values that shape our culture and define how we work:

• The      Golden Rule –      We treat others as we wish to be treated.
• Innovation – We look ahead to identify opportunities with the potential to make things better.
• Integrity – We speak with candor and honor our commitments because our word is our bond.
• Ambition – We strive for excellence, fueled by determination and a relentless work ethic.
• Humility – We value what people bring to the table and appreciate other viewpoints.
• Optimism – We know anything can be accomplished with ingenuity, commitment, and collaboration.

Please note that this job description does not contain a comprehensive list of responsibilities and tasks required for this role. The job description, as well as its responsibilities and tasks, may change at any time with or without notice.

CSC Leasing is an Equal Opportunity Employer. All applicants will be considered without regard to race, color, religion, sex, gender identity, age, national origin, disability, sexual orientation, veteran status, or any other legally protected status.