Client Service Associate

About the role

We are seeking a Client Service Associate to join our team in a part-time, in-office role. This position is ideal for someone who enjoys working with people, takes pride in creating a welcoming environment, and thrives in a professional office setting. As a Client Service Associate, you will serve as the first point of contact for clients and visitors while supporting day-to-day office operations and helping deliver an exceptional client experience.

Key Responsibilities

• Greet clients and visitors and provide a positive, professional first impression
• Serve as the primary point of contact for incoming calls and office inquiries
• Manage front-desk operations, including mail handling and visitor coordination
• Maintain a clean, organized, and welcoming office environment
• Support meeting coordination, scheduling, and general office logistics
• Aid advisors and internal teams with client service and administrative tasks
• Ensure all interactions are handled with professionalism, discretion, and confidentiality

Qualifications

• A high school diploma or equivalent is required; an associate’s or bachelor’s degree is preferred
• Prior experience in an administrative, receptionist, or customer service role is preferred
• Strong communication and interpersonal skills are essential
• A highly organized approach with a strong attention to detail is necessary
• A professional, reliable, and service-oriented mindset is required
• The ability to multitask in a fast-paced office environment is important