The Client Service Associate provides direct support to the Senior Office Administrator (SOA) and the Premier Financial Group team by assisting with client correspondence, handling primary reception, and day-to-day administrative tasks. This role helps ensure smooth office operations by handling delegated responsibilities, preparing client materials, and maintaining a warm, client-facing environment. The ideal candidate is detail-oriented, reliable, and able to work collaboratively under the guidance of the SOA.

Compensation & Benefits

• At Premier, we believe in rewarding our team members for their dedication and hard work. We offer a comprehensive benefits package that includes:
• Salary range $45,760 – $49,920 based on experience and qualifications
• Medical benefits
• Very generous 401(k) plan
• Cal-Ore membership
• Gym benefits
• Professional mentorship opportunities
• 29 paid days off per year
• Annual Costco membership
• Group Life Insurance

The Client Service Associate is responsible for (shared with Senior Office Administrator) :

Client Communication & Correspondence

• Answer and route incoming phone calls professionally and accurately.
• Support the Advisory Team by ensuring all materials for client and prospective client meetings are prepared and accurate.
• Support the meeting follow-up process by proofreading outgoing correspondence, forms, and other materials.
• Calendar management for internal and external meetings; scheduling, reminders, etc.

Front Desk & Daily Office Assistance

• Greet clients and visitors, ensuring a welcoming professional experience.
• Assist with conference room preparation before meetings and resetting spaces afterward.
• Sort and distribute incoming mail and assist with preparing outgoing mail and packages.
• Restock office supplies, kitchen items, and shared materials throughout the office.
• Opening and closing the office daily.

Administrative & Team Support

• Update and maintain records in Client Relationship Management and other systems as directed.
• Assist with weekly responsibilities such as preparing birthday cards, printing leadership calendars, and organizing shared resources.
• Support monthly office activities, including appreciation events and team celebrations, and client mailing lists.
• Coordinate small supply orders and assist with vendor pickups or deliveries as needed.
• Assist with compliance-related administrative tasks and documentation.

Ongoing Responsibilities

• Provide general administrative support to Advisors and the SOA as requested.
• Assist with assembling client gift baskets, card mailings, and special projects.
• Maintain consistent internal communication through Microsoft Teams.
• Support and/or management of various projects as needed.

Qualifications and Skills:

• Strong work ethic and a desire to build a long-term career in Humboldt County.
• Minimum of 3-5 years’ experience in a professional office environment.
• Minimum of 3-5 years’ customer service experience.
• High school diploma or equivalent (GED) required.
• Highly ethical, self-motivated, and able to work effectively in a team environment.
• Strong desire to be of service to others.
• Commitment to remain in this position for a minimum of 3 years before transitioning into another role.
• Ability to work independently and as part of a team in a fast-paced office environment.
• Proficiency in Microsoft Office Suite, including Word, Excel, Outlook, and Teams.
• Excellent written and verbal communication skills.
• Credit and background check required.

Preferred (Not Required)

• Experience in the financial services or investment industry.
• Spanish-speaking or bilingual abilities.