Jobs · Finance · California

Client Engagement Associate

FinanceFull-time

Key Responsibilities

  • 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.
  • Cook up with the Property Manager and janitorial teams for repairs and facility needs.
  • Facilitate internal communication, including distributing information and scheduling presentations.
  • Receive and transfer incoming calls for the Customer Experience Center and other locations as needed.
  • Rely 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.
  • 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.
  • 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.
  • Deliver samples to clients or influencers.
  • Aid with data entry and information management in NetSuite CRM.
  • Act as a liaison between leadership, employees, and clients, ensuring timely communication and follow through.
  • Serve on the Culture Committee, helping plan and execute internal events within budget.
  • Update 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.

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