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About the Role
The Client Service & Operations Associate plays a key role in supporting a fast‑paced financial services team by partnering closely with client‑facing professionals on day‑to‑day execution, coordination, and operational support. This role provides a balance of client service, administrative excellence, and operational organization within a collaborative, high‑performance environment.
This position is ideal for someone who is proactive, detail‑oriented, intellectually curious, and energized by supporting time‑sensitive, high‑touch work while delivering a high level of professionalism and service.
Key Responsibilities
Client & Business Support
- Support the preparation, editing, and distribution of client‑facing materials and internal deliverables
- Partner with teams to develop business support materials, including company overviews, internal summaries, and market or news briefs
- Conduct research and compile data using internal systems and external resources to support ongoing client and business needs
- Attend internal and client‑related meetings, capture key discussion points, and track follow‑up action items
Operations & Administrative Support
- Manage complex calendars and scheduling for multiple professionals, proactively prioritizing meetings and resolving conflicts
- Coordinate domestic and international travel arrangements and process expense reports
- Draft, format, and proofread professional correspondence while handling sensitive and confidential information with discretion
Team & Office Coordination
- Serve as a central point of communication for assigned teams and cross‑functional partners
- Coordinate logistics for meetings and events, including conference rooms, catering, and A/V support
- Collaborate with other administrative and operations professionals to ensure seamless coverage and consistent team support
Technical & Professional Skills
- Strong proficiency in Microsoft Office, particularly PowerPoint and Excel
- Experience formatting and refining client‑facing materials with a high attention to detail
- Comfort organizing, tracking, and maintaining data in Excel
- Advanced Outlook skills, including complex calendar and contact management
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