Client Service Associate
Premier Financial Group, a locally owned and operated wealth management firm, is seeking to hire a full-time Client Service Associate for their Eureka, CA office.
Premier’s Client Service Associate is a high-profile relationship lead for this high-performance organization and is responsible for ensuring the continuous delivery of exceptional service via daily front office tasks.
The Client Service Associate is responsible for:
- Reception management – including effectively and efficiently routing client and guest inquiries, managing phones, and leading a high touch reception area experience for in-person visitors
- Meeting scheduling, both internal and external
- Vendor ordering and relationship management
- Professional client correspondence
- Filing, scanning, and general office upkeep
- Coordination of occasional community and private events
- Special project coordination including the delegation of appropriate tasks
- Client request and service-related issues management
- Presentation material preparation
- Participation in team meetings and ongoing professional training
- Business development and marketing project execution
The ideal Client Service Associate will:
- Bring 3+ years of customer service experience AND at least 2 years of experience providing office support in a professional setting
- Have completed a high school diploma or GED, college experience preferred
- Maintain continuous attention to detail
- Collaborate readily to effectively service the company, colleagues, and clients
- Demonstrate passion for delivering exceptional customer service
- Provide the excellent written and verbal communications appropriate for the professional services industry
- Take pride in accuracy and professionalism of all work
- Demonstrate effective time management skills
- Display an interest in supporting business development and marketing efforts
Premier Financial is deeply committed to providing every client with financial peace of mind through the high touch delivery of high quality professional services. Therefore, the Client Service Associate plays a critical role in the organization’s ongoing success.
Benefits
Premier Financial’s comprehensive benefits package includes:
- 29 paid days off per year
- 50% of “employee” portion of medical insurance paid by Premier
- $50k group life insurance premium paid by Premier*
- Employer paid long-term disability insurance*
- 401(K) matching, all fees and costs paid**
- Annual memberships at Costco
- Annual membership with Cal-Ore Flights
- Free, ongoing financial and retirement planning, including low and discounted management fees for employee and direct family
- One-time $1k contribution into an educational 529 plan for employee’s school-aged children
- $25 monthly toward a gym membership, $50 toward initiation fee