Client Service & Operations Associate

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