Job Overview
We are a boutique investment firm seeking a professional, organized, and client-focused Client Services & Operations Associate to join our team. This role serves as the front desk receptionist and provides administrative, operational, and client service support to our Director of Operations and Client Service Specialist.
Our office is located in a retirement community and the average client age is approximately 70. This position is ideal for someone who is patient, attentive, and enjoys working with older clients in a service-oriented, relationship-focused environment.
This role offers long-term growth potential with training and increased responsibility over time.
Responsibilities
Front Desk & Client Support
- Answer and route incoming phone calls professionally and courteously
- Schedule client appointments and manage calendars
- Greet clients and help ensure a welcoming, respectful client experience
Administrative & Operations Support
- Order office supplies and manage general office needs
- Provide administrative support to the Director of Operations and Client Service Specialist
- Organize, prepare, and file client documents
Client Service & Account Support
- Assist with paperwork for opening and servicing client accounts
- Maintain accurate client records and support CRM updates
- Assist with data entry for tax returns
Events & Projects
- Assist with planning and coordinating client appreciation events
- Help with special projects and other duties as assigned
Qualifications
- Bachelor’s degree required
- Strong organizational skills and attention to detail
- Excellent communication skills
- Comfortable working with older clients and explaining processes clearly and patiently
- Ability to manage multiple priorities in a small-team environment
- Proficiency in Microsoft Office (Outlook, Word, Excel)
- Experience in the financial services industry is preferred
Compensation & Growth
- Starting salary: $50,000 annually
- Access to 401k
- Paid time off
- Training provided in investment and tax operations
- Opportunity to grow into higher-level client service or operations roles
- Supportive, professional, and team-oriented work environment
Why Work With Us
- Close-knit team with direct access to leadership
- Meaningful work serving long-term clients and their families
- Stable firm focused on relationships and service
- Culture of collaboration and strong work life balance
- Clear opportunity for professional development and career growth
Pay: From $50,000.00 per year
Benefits:
- 401(k)
- Employee discount
- Paid time off
Work Location: In person
