Client Associate / Executive Assistant

bull; The Client Associate will act in an Executive Assistant capacity serving as the operational backbone of the team, ensuring seamless execution of administrative, client-facing, and marketing initiatives
• This role requires a proactive and detail-oriented professional who embodies our core values - relentless optimization, growth, thoughtfulness, exceptional client experience, and entrepreneurial mindset - while supporting the team in delivering exceptional services
• Coordinate and maintain the team's master calendar, ensuring efficient time allocation for internal priorities and client meetings
• Anticipate scheduling conflicts and proactively resolve them
• Expense & Budget Administration
• Process and submit business expenses in accordance with compliance and corporate policies for five Financial Advisors
• Team Business Manager support
• Work with team management to plan, coordinate, and execute travel coordination for team members to meet with clients and attend events across the country
• Work with team management to train and onboard interns throughout the year to support team business needs
• Marketing & Digital Presence
• Maintain and update the team's marketing materials to ensure accuracy and alignment with brand standards
• Oversee website and LinkedIn presence, post timely updates and managing content calendars
• Events & Engagement
• Plan, coordinate, and execute client and team events from concept to completion
• Send out all client gifts and maintain inventory for client gifting
• Operations for daily client transactions

Your expertise:

• Several years of experience in client service, analytical, or investment related roles within the financial services industry is preferred
• Bachelors or Masters degree, or equivalent, with a focus on finance, economics, or business
• Excellent communication and interpersonal skills, with the ability to clearly articulate complex financial concepts
• Strong analytical and logical thinking skills with high attention to detail
• Collaborative, team oriented mindset and commitment to delivering an exceptional client experience