Client Engagement Associate
PeopleSpace - A Best In Class Haworth Partner
Job Description This role is direct support of the Client Engagement Manager (CEM) and Managing Director (MD) and showroom operations. The position focuses on assisting with customer experience activities, showroom coordination, and administrative and operational support for Sales. Reports to: Managing Director (MD) Level: Entry-Level Position, Hourly Key Responsibilities Customer Experience Center Operations Oversee the organization, cleanliness, and overall appearance of the Customer Experience Center. Maintain inventory and order kitchen, office, janitorial, and printing supplies. Manage the storage room and ensure efficient use of space. Coordinate with the Property Manager and janitorial teams for repairs and facility needs. Facilitate internal communication, including distributing information and scheduling presentations. Reception & Guest Services Receive and transfer incoming calls for the Customer Experience Center and other locations as needed. Relay urgent messages and assist in locating employees when necessary. Greet guests, offer refreshments, and direct them to meeting spaces. Prepare conference rooms for meetings, including arranging catering, snacks, and printed materials. Manage employee parking cards and coordinate guest parking. Mail, Shipping & Receiving Process daily mail, including sending, receiving, and distributing invoices, checks, correspondence, and samples. Use FedEx and UPS online systems to prepare and ship packages. Occasionally receive and process shipments of small furniture items for the Customer Experience Center. Executive & Administrative Support Provide high-level administrative support to the Managing Director and client engagement managers. Manage calendars, schedule appointments, and coordinate meetings, events, and travel arrangements. Review, prioritize, and respond to incoming emails, handle phone calls and messages on behalf of leadership. Prepare, edit, and distribute correspondence, agendas, presentations, and administrative documents. Maintain and update sales files, records, and documentation in NetSuite and SharePoint. Delivering samples to clients or influencers Assist with data entry and information management in NetSuite CRM. Act as a liaison between leadership, employees, and clients, ensuring timely communication and follow through. Support client engagement activities by responding to inquiries, returning calls, and assisting with opportunities as needed. Serve on the Culture Committee, helping plan and execute internal events within budget. Updating vendor contacts and discounting information per market in NetSuite. Qualifications And Skills Excellent communication and customer service skills Outgoing, interpersonal skills Strong work ethic Bachelor's Degree preferred #J-18808-Ljbffr PeopleSpace - A Best In Class Haworth Partner
$25 - $44 per hour
...guidance. Merrill s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... ...committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift- ...Commercial Real Estate, thriving in competitive environments and engaging confidently with clients? If so, the Commercial Term Lending team is just what... ...! Join the nation's #1 multifamily lender as a Client Associate on our multifamily lending sales team, where the CTL...SuggestedWork at office
- ...navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered... ...At Gallagher, we’re looking for a Senior Client Service Associate to join our Commercial team. In this role, you’ll help clients...SuggestedWork experience placementWork at officeLocal areaShift work
$45k - $70k
...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to... ...workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC’s high performance...SuggestedFull timeFlexible hours- ...industry leading technology, Stack’s Bowers Galleries provides every client the opportunity to achieve their numismatic goals through live... ...a fast-paced environment? We’re looking for a Client Services Associate to join our growing team and be the friendly, helpful voice of...SuggestedFull timeWork at officeFlexible hours
$33.28k - $85k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals...Temporary workWork at officeLocal area- ...work, flexibility, and long-term career growth while supporting the veteran community. Full training, mentorship, and pre-qualified client consultations are provided so you can focus on guiding families through important decisions with confidence and professionalism....Remote jobFlexible hours
$71.6k - $101.6k
...institutions. Together with Sunflower Bank, we are committed to helping clients achieve their financial goals through a relationship-focused... ...motivated individual to fill the full-time Client Service Associate position at our Irvine, CA Location. The salary range...Full timeWork at officeFlexible hoursNight shift$55k
...advisors and their prospective and existing clients and other branch staff team members.... ...seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and... ...other client-facing events. Actively engages in available training/cross-training and...Full timeWork experience placementWork at office- ...setting up merchant accounts, and provide support if any concerns arise. Responsibilities Support in the onboarding process of new clients by taking virtual application calls and submitting documentation related to new accounts accurately and timely. Professionalism...Full timeInternshipFlexible hours
- ...role. JOB DESCRIPTION Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide... ...and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve client requests...Work experience placementWork at office
- Job Description Primary Duties and Responsibilities Hoag Clinic: Member Advocate I: The Customer Service Specialist serves our patients, members, and providers. Responsible for answering phone calls and scheduling patient appointments. Triages phone calls as necessary...
- ...Description At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and... ...; prepare timely and accurate performance reports Actively engage in Risk Management; including Know Your Customer procedures,...
- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ...needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will... ...accurate performance reports Actively engage in Risk Management; including Know Your...
- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ...Advisors and Private Client Investment Associates. You will drive the execution of key strategies... ...innovative thinker able to drive future engagement with clients to provide an exceptional...Flexible hours
- ...Job Description Embark on a rewarding journey as a Client Onboarding Associate at JP Morgan Chase, where you'll lead the charge in delivering exceptional treasury and banking product implementations. Utilize your project management skills to create seamless onboarding...Temporary work
- ...Client Associate Location: Livingston, NJ | Newport Beach, CA | Scottsdale, AZ Overview The Client Associate will play a pivotal role in supporting the Client Advisors Team. The person in this role will collaborate with internal and external stakeholders to provide...Flexible hours
$64.1k - $88.1k
...than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice,... ...ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing advisors...Full timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week$65k - $85k
...distinct wealth management brand applies to a true fiduciary standard of care for individuals, families, small businesses, and corporate clients. These services include financial planning, investment strategy, risk management, and strategy implementation. Our firm is a group...Full timeInternshipMonday to FridayFlexible hours$50k - $60k
...Client Service Associate Beloform is seeking a detail-oriented and dependable Client Service Associate to join our dynamic team. In this role, you will serve as a primary point of contact for our clients, providing consistent support, resolving issues efficiently,...Work at office- ...clear path to partnership, and a strong emphasis on work‑life balance. Attorneys are encouraged to pursue professional development and engage in outside activities that matter to them.The firm is very flexible, and this Litigation Attorney will work 100% remotely!...Immediate startRemote workFlexible hours
- ...exciting opportunity. An independent advisory team with over $400MM AUM based in Newport Beach, CA is hiring a Registered Client Service Associate to their growing team. Our client is seeking a polished and organized professional with some experience in all areas of client...
$68k - $120k
Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in this...Temporary workWork experience placementLocal area- ...Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Newport Beach, CA office. The Client Service Associate will join a highly talented team of wealth management and client service professionals...Work at office
$160k - $200k
...conflicts-of-interest for new business intake, matter openings, client updates, and lateral attorney onboarding. This role conducts... ...strategies, including ethical walls, disclosures, consent letters, and engagement modifications Drafting and maintaining conflict waivers,...Private practiceFlexible hours- ...Full-time About Brudner Law Brudner Law, P.C. is a fast‑growing, client‑focused immigration law firm devoted to helping individuals,... ..., and industry trends. Participate in marketing, speaking engagements, and relationship‑building initiatives to grow the firm’s business...Permanent employmentFull timeH1bEb 3 Visa SponsorshipRemote workWorldwideFlexible hours
- ...to work-is seeking a Senior Litigation Associate with 8-15 years of litigation experience... ...rewarding careers, deliver exceptional client service, and maintain fulfilling personal... ...life balance Sophisticated, intellectually engaging litigation matters Meaningful, long-term...
$50k - $60k
...broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services... ...services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Newport Beach, CA. The...Local area$2,000 per month
...opinions, and provide coverage advice to clients. # Conduct legal research, analyze... ...programs, and career development support. Engaging Culture – Participate in exciting social... ...at which the candidate is hired: Associate: $160,000 – $190,000 Senior Associate...Work at officeRemote workFlexible hours$120k - $180k
...defending fact and expert depositions Working directly with clients, insurance carriers, and expert witnesses Site inspections and... ...qualified applications with arrest and conviction records. We engage in socially conscious business practices and believe that...Casual workFlexible hours
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