Jobs · Finance · New Hampshire

Client Experience Associate

The Nagler Group · Portsmouth, NH · 2 wk ago
FinanceFull-time

Location: Portsmouth, NH

Schedule

Monday–Friday, 8:30 AM–5:30 PM

About The Role

This position will provide high-level administrative and client support across multiple active engagements. You will work closely with senior professionals and clients while also contributing to internal projects and company events.

Responsibilities

  • Manage complex calendars, schedules, meeting coordination, and engagement work plans
  • Serve as a professional and responsive point of contact for high-level clients and external partners
  • Prepare polished, client-facing materials, including PowerPoint presentations, confidential documents, agendas, and meeting materials
  • Coordinate meeting logistics, including venues, catering, audiovisual/technology needs, and occasional travel arrangements
  • Maintain accurate and highly organized electronic and paper files and confidential documentation
  • Manage and maintain client information within CRM and other technology platforms
  • Support client closing activities and other time-sensitive deliverables
  • Assist with company events, internal initiatives, and special projects
  • Balance competing priorities while maintaining a high level of accuracy, professionalism, and urgency
  • Anticipate the needs of senior team members and clients and proactively address issues before they arise
  • Collaborate closely with team members to ensure seamless communication and execution across engagements
  • Travel occasionally on a limited basis to support client needs

Requirements

  • Bachelor’s degree preferred
  • 3+ years of experience providing executive-level, C-suite, client services, or high-level administrative support
  • Exceptional organizational skills and attention to detail
  • Strong calendar management and travel coordination experience
  • Excellent written and verbal communication skills
  • Proficiency with Microsoft Office, particularly Outlook, Word, PowerPoint, and Excel
  • Experience working with CRM and technology platforms such as Salesforce, Zoom, Adobe, or similar tools
  • Experience in a fast-paced, client-facing professional environment
  • Strong judgment and the ability to handle highly sensitive and confidential information with discretion
  • Ability to anticipate needs, take initiative, and work independently
  • Ability to manage multiple projects and shifting priorities simultaneously
  • A strong sense of urgency and ownership
  • Event coordination experience is a plus

Benefits

  • 100% employer-paid individual health insurance
  • Profit sharing

Pay

$70,000 base salary + bonus (OTE $100k - $120k+)

Work Arrangement

Fully onsite; company-paid parking provided

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