Client Service Associate

Modern Wealth Management • Campbell, CA

30d

About The Position

The Client Service Associate will be responsible for managing the reception area, greeting guests, answering inquiries, and providing exceptional customer service to enhance the overall client experience.

Requirements

• High school diploma or equivalent required; associate's or bachelor's degree preferred.
• 2+ years of experience in a customer service or receptionist role, preferably in a professional office environment or hospitality industry. Additional experience inservice oriented business setting strongly preferred.
• Excellent interpersonal skills, with a friendly and welcoming demeanor, and the ability to communicate effectively and professionally with diverse individuals.
• Strong organizational skills, with the ability to multitask, prioritize tasks, and manage time effectively in a fast-paced environment.

Responsibilities

• Serve as the first point of contact for clients, visitors, and stakeholders, greeting guests warmly, answering inquiries, and providing assistance and information as needed.
• Manage the reception area, including answering and directing phone calls, receiving and sorting mail, and maintaining a clean and organized workspace to create a welcoming and professional environment.
• Monitor visitor access and security, issuing visitor badges, escorting guests to meeting areas, and enforcing access control policies to maintain safety and security protocols.
• Schedule and coordinate appointments, meetings, and conference room bookings, ensuring accuracy, efficiency, and professionalism in all interactions and communications.
• Assist with administrative tasks, such as data entry, filing, and document preparation, to support office operations and ensure smooth functioning of day-to-day activities.
• Coordinate with internal teams, including administrative staff, facilities management, and security, to address facility-related issues, resolve inquiries, and provide support as needed.
• Maintain knowledge of company policies, procedures, and services to provide accurate information and assistance to clients, visitors, and stakeholders.
• Handle sensitive and confidential information with discretion and professionalism, maintaining the highest standards of confidentiality and integrity in all interactions and communications.
• Contribute to the overall client experience by providing exceptional customer service, anticipating needs, and proactively addressing concerns to ensure client satisfaction and loyalty.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED