Client Services Associate

Client Services Associate

Mission:
Be the “front door” and organizational backbone of Company—ensuring every client interaction is smooth, warm, and professional, while removing day-to-day administrative burden from partner.

High-touch, reactive, people-facing support (Admin/Client Experience)

Primary:
Partner

Secondary:
Director of Client Services and Partner

• Client Experience & Office Presence (greet clients, create a high-end, welcoming experience)
  • Manage client hospitality (drinks, setup, room readiness)
  • Answer phones and route inquiries professionally
• Office Organization and Supplies
  • Maintain office files (branch office files, CRS)
• Scheduling & Calendar Management
  • Coordinate client meetings, reschedules, and confirmations
  • Manage meeting cadence (annual reviews, check-ins, etc.)
• Administrative Support (Primarily for One Partner)
  • Help with follow-ups, reminders, and task tracking
• Assist with CRM updates for basic client notes/tasks
• Event & Client Engagement Support (invites, tracking RSVPs, coordination)
  • Coordinate logistics for events and external meetings
  • Help execute marketing touchpoints (gifts, cards, etc.)
• Support referral and client care initiatives

• Partner is freed up to focus on relationships and growth
• Scheduling errors and missed communications = near zero
• Office runs smoothly without anyone thinking about it

• Highly organized and responsive
• Warm, professional, people-oriented
• Comfortable managing multiple moving pieces
• Proactive but not needing to “own” strategic decisions
• Thrives in a support role and takes pride in execution