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) 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 #J-18808-Ljbffr