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)
Who This Role Supports:
Primary: Partner
Secondary: Director of Client Services and Partner
Responsibilities:
- 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
Success looks like:
- 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
Ideal Candidate Profile:
- 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