Client Engagement Assistant

EXZEO GROUP, INC•Tampa, FL

2d•Hybrid

About The Position

The Client Engagement Assistant provides administrative and day-to-day support to the Client Engagement team and Vice President of Client Engagement. This role assists with client communications, meeting coordination, documentation, and follow-up activities to help ensure a positive and organized client experience. The ideal candidate is organized, professional, detail-oriented, and comfortable managing multiple tasks while working with both internal teams and clients. This is a hybrid position working out of the Tampa office twice a week.

Requirements

Strong communication and interpersonal skills
Excellent organizational and time-management skills
Professional and positive attitude
Strong attention to detail and accuracy
Ability to prioritize and manage multiple tasks
Strong written and verbal communication skills
Ability to work independently and as part of a team
Proactive approach to completing assigned tasks
Ability to meet deadlines and maintain quality work
1–2 years of related experience preferred
Previous administrative, customer service, or client support experience is a plus

Nice To Haves

Bachelor’s degree preferred

Responsibilities

Monitor and respond to routine client email inquiries in a timely and professional manner
Assist with client requests and follow-up items
Support the Vice President of Client Engagement with administrative tasks
Schedule client, internal, and team meetings
Prepare meeting materials, agendas, and notes as needed
Assist with meeting logistics and coordination
Maintain client records, documentation, and reference materials
Assist with creating and updating internal guides and documents
Track client requests and follow-up items
Assist with preparing reports, presentations, and other client materials
Coordinate information and communication between internal teams as needed
Maintain organized files and documentation
Perform other administrative and client support duties as assigned