Client Service Associate

KEY RESPONSIBILITIES: Manage daily administrative and office operations Answer and coordinate phone calls, emails, and client communications Schedule meetings, appointments, and follow-ups Assist with preparation and organization of client and business documents Maintain accurate records and confidential information Support the team with presentations, reports, and general administrative projects Coordinate with clients, team members, and professional partners Help maintain an organized and welcoming office environment Provide professional communication and customer service Assist with special projects and other responsibilities as the business grows QUALIFICATIONS Prior administrative, office, or client service experience preferred Strong organizational skills and attention to detail Professional written and verbal communication skills Comfortable managing confidential and sensitive information Proficiency in Microsoft Office (Word, Excel, Outlook) Understanding of Social Media and Digital Practice Management Financial services or wealth management experience a plus, not required COMPENSATION & BENEFITS Competitive salary, commensurate with experience. [Benefits details to be confirmed.