Top 4 Client services associate Jobs in Bristol, Vt

Client Service Associate
Hickok & Boardman Capital Management —Burlington, VT
- $24 - $30 an hour
- Full-time
- Background check
- Inventory management
- Office
- Profit sharing
- Paid holidays
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1d
Customer Support / Client Development Support Specialist
eDOC Innovations , Inc. —Middlebury, VT
- $17 - $22 an hour
- Full-time
- Windows
- SQL
- Continuous improvement
- 401(k) matching
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Client Service Associate

Hickok & Boardman Capital Management
Burlington, VT

Quick Apply

Job Details

Full-time
$24 - $30 an hour
1 day ago

Benefits

Profit sharing
Paid holidays
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Professional development assistance
Opportunities for advancement
Life insurance

Qualifications

Customer communication
Attention to detail
Problem-solving
Friendly demeanor
Adaptability
Professionalism

Full Job Description

Client Service Associate

Position Overview

We are seeking a welcoming, detail-oriented, and highly organized Client Service Associate to join our team. This role serves as the first point of contact for clients and visitors, helping create an exceptional experience while supporting the day-to-day operations of our office.

The ideal candidate is professional, resourceful, and enjoys working in a client-focused environment. They are comfortable managing multiple priorities, maintaining a polished office atmosphere, and providing administrative support to help the team operate efficiently.

While experience in financial services is preferred, it is not required. We welcome candidates from a variety of professional backgrounds who are eager to learn and grow.

Key Responsibilities

Welcome clients and visitors, creating a warm and professional first impression.
Answer phones, manage incoming and outgoing mail, and assist with general office communications.
Maintain conference rooms, reception areas, and common spaces to ensure a polished and client-focused environment.
Monitor inventory and coordinate ordering of office, kitchen, and client hospitality supplies.
Process client paperwork and support administrative workflows in accordance with firm procedures.
Assist advisors and team members with projects, operational tasks, and other administrative support as needed.

What We're Looking For

Successful candidates will possess:

A warm, friendly, and professional demeanor with a genuine commitment to exceptional client service.
Strong organizational skills and attention to detail.
Excellent verbal and written communication skills.
The ability to manage multiple priorities and adapt to changing demands throughout the day.
A proactive, team-oriented approach and willingness to assist wherever needed.
Strong problem-solving skills and the ability to work independently.
Proficiency with Microsoft Office and other common business applications.
A high level of professionalism, discretion, and reliability.

Compensation & Benefits

We believe in rewarding team members with competitive compensation and a strong benefits package, including:

$24.00-$30.00 per hour, depending on experience and qualifications
401(k) plan with employer matching contributions and an annual profit-sharing contribution
Health, dental, and vision insurance
11 paid holidays each year
CTO beginning at 15 days annually, with increased accrual after one year of service
Early (paid) office closure on Fridays during the summer
Quarterly company-sponsored team outings
Opportunities for professional development and career growth

Professional Growth

This position has traditionally provided opportunities for advancement within our organization. Licensing and additional training opportunities are available for individuals interested in expanding their responsibilities and building a long-term career in administration and client service.

Hickok & Boardman Capital Management and its employees are independent contractors with respect to Raymond James; not employees of Raymond James. The term “Raymond James” includes, but is not limited to, Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors, Inc. (“RJFSA”) as affiliates.

Job Type: Full-time

Pay: $24.00 - $30.00 per hour

Benefits:

401(k)
Dental insurance
Health insurance
Life insurance
Paid time off
Professional development assistance
Vision insurance

Experience:

client services: 1 year (Preferred)

Ability to Commute:

Burlington, VT 05401 (Required)

Ability to Relocate:

Burlington, VT 05401: Relocate before starting work (Required)

Work Location: In person

Quick Apply

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client services associate jobs in bristol, vt

Client Service Associate

Customer Support / Client Development Support Specialist

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