Client Service Associate

Description

Our client is a well-established boutique financial advisory practice with over 30 years of experience guiding clients through retirement, investment, tax, and estate planning. The firm is known for its high-touch, personalized service and is seeking an experienced, professional Client Service Associate / Administrative Assistant to provide administrative support to a senior executive and help maintain efficient operations and exceptional client service standards.

Key Responsibilities

• Serve as the primary point of contact for clients, prospects, and external partners
• Manage inbound and outbound communications (phone, email, and in-person)
• Ensure timely, professional responses
• Manage the executives calendar
• Schedule, coordinate, and prioritize meetings with clients and internal team members
• Prepare for meetings
• Compile materials, send reminders, and coordinate logistics (in-person ...