Client Concierge & Office Services Associate

EP Wealth Advisors, LLC; Boise (ID); Hybrid; USD 29,000 - 40,000; Full time

Benefits offered by this job

Paid Holidays

Parental Leave

Volunteer Time

Flexible Schedule

Health, Dental & Vision

401k with company match

Job summary

EP Wealth Advisors, LLC is seeking an Office Services Associate to be the front-line ambassador, handling reception, meeting preparation, calendar management and general office support.

You will partner with client relationship support, wealth advisory, and operations teams to meet client needs, document activities in CRM, and help sustain high levels of service, integrity and collaboration across the firm.

Qualifications

• 1–3+ years in a professional office environment.
• Excellent written and verbal communication.
• Strong organization and multi-tasking in fast-paced settings.
• Proficiency with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).

Responsibilities

• Provide front-office reception and manage office calendar.
• Support client relationship team with paperwork and communications.
• Maintain CRM notes timely and compliant.
• Identify office issues and coordinate solutions with partners.
• Ensure facilities needs are met and support firm initiatives.

Skills

Client service

Organization

Communication

Teamwork

Microsoft Office

Tools

CRM software

Job description

EP Wealth Advisors, LLC is seeking an Office Services Associate to be the front-line ambassador, handling reception, meeting preparation, calendar management and general office support.

You will partner with client relationship support, wealth advisory, and operations teams to meet client needs, document activities in CRM, and help sustain high levels of service, integrity and collaboration across the firm.