Part-Time Client Experience Associate
About The Position
We are seeking a highly organized, detail-driven Client Experience Associate to join a growing team. The role is suited to someone who enjoys helping others, takes pride in accurate work, and thrives in a collaborative, professional environment. The Client Experience Associate provides high-touch support in daily operations, coordinates client interactions, and ensures administrative processes are completed accurately and efficiently. The role works closely with team members to support client relationships, maintain operational excellence, and contribute to the success of the practice.
Requirements
- At least 1 year of experience in financial services or a professional administrative role.
- Proficiency with Microsoft Office.
- Ability to learn new technology platforms quickly.
- Positive attitude, strong work ethic, and willingness to learn and grow.
- Professionalism, discretion, and integrity when handling sensitive client information.
- Ability to manage multiple priorities independently.
- Drive to provide exceptional service and build strong client relationships.
Responsibilities
- Serve as the first point of contact for client inquiries, requests, and account servicing needs.
- Build and maintain strong client relationships through consistent, high-quality service.
- Coordinate client meetings, including scheduling, creating agendas, and preparing executive summaries.
- Maintain accurate client records in the firm's CRM system, including communications and touchpoints.
- Monitor client requests and operational workflows to ensure timely and accurate completion.
- Assist with client communications, events, and initiatives designed to enhance the client experience.
- Contribute positively to a collaborative, service-oriented team culture.
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
No Education Listed
