Front Desk Client Support Associate

Job Description

Job Description

Key Responsibilities

 

• Client & Visitor Relations: Serve as the first point of contact for high-value clients, institutional investors, and visitors; maintain a polished, professional, and pleasant demeanor in person and on the phone.
• Administrative Support: Manage high-volume incoming phone calls, route sensitive correspondence, and process daily mail securely.
• Data & Records Management: Input and update sensitive client data with strict adherence to accuracy; oversee secure scanning, filing, and digital document archiving.
• Facilities Coordination: Maintain an immaculate lobby environment and ensure conference rooms are meticulously prepared for client meetings and executive presentations.
• Operational Adaptability: Maintain a clean, organized work area and execute administrative duties as assigned to support firm-wide efficiency.

 

Qualifications & Core Competencies

 

• Technical Proficiency: Strong working knowledge of the Microsoft Office Suite, with a heavy emphasis on data organization and formula management in Excel.
• Professional Attributes: Exceptional attention to detail, strong multitasking abilities, and a high level of discretion regarding confidential client information.
• Work Style: Proven ability to collaborate effectively within a team-oriented financial environment while working independently on time-sensitive tasks.
• Ownership Mindset: Proactive learner who adapts quickly to shifting market and operational changes, taking full accountability for deliverables.

NOTE- Background checks will be required as well as a 90-day trial period.

Company Description

visit our website ( to learn more about us, our story, and our owner.

Company Description

visit our website ( to learn more about us, our story, and our owner.