Client Experience Associate

Johnleonard; Portsmouth (NH); On-site; USD 65,000 - 70,000; Full time

Job summary

JOHN LEONARD is seeking a Client Experience Associate to support client engagement teams with executive-level assistance and high-quality service. The role combines project coordination, event planning, and administrative duties in a fast-paced advisory setting.

You will manage calendars, prepare client materials, and coordinate travel while upholding confidentiality and professionalism. This onsite position requires a Bachelor's degree and 3+ years of relevant experience.

Qualifications

• Bachelor's degree required; 3+ years in executive support, C-level support, client service, or similar role.
• Strong organizational and time management skills.
• Ability to prioritize and manage multiple projects.
• Excellent written and verbal communication; client service focus.
• Proficiency with Microsoft Office; familiarity with Salesforce, Zoom, Adobe.
• Experience coordinating calendars, meetings, travel, and logistics.
• Discretion handling confidential information; proactive problem-solving.
• Ability to adapt to changing priorities and work as part of a team.
• Event coordination experience is a plus.

Responsibilities

• Coordinate calendars, meetings, schedules, and work plans for client engagements.
• Prepare and format client-facing presentations, confidential memoranda, agendas, and materials.
• Arrange meeting logistics including off-site venues, catering, AV, and travel.
• Provide exceptional client service and maintain professional communication and etiquette.
• Maintain accurate Salesforce records and files (electronic and paper).
• Handle confidential information with discretion and integrity.
• Coordinate client closing activities and related documentation.
• Support internal events, projects, and team initiatives.
• Manage multiple projects and deadlines with strong attention to detail.
• Communicate effectively with internal teams, clients, vendors, and stakeholders.
• Identify needs proactively and act without extensive direction.
• Support team with Office, Salesforce, Zoom, Adobe; travel to meetings.

Skills

Executive support

C-level support

Client service

Organization

Microsoft Office

Salesforce

Zoom

Adobe

Calendars & travel

Communication skills

Discretion

Team player

Event coordination

Education

Bachelor's degree

Tools

Salesforce

Zoom

Adobe

Microsoft Office

Job description

Location: Portsmouth, NH | On-site 5 days/week

Salary Range: $65K-$70K | Bonus Eligible

Schedule: Full-time | Monday-Friday, 8:30-5:30 | ~20% travel expected

Required: Bachelor's degree and 3+ years of experience in executive support, C-level support, client service, or a similar role

Applicants must be authorized to work in the United States without sponsorship. This position is not eligible for employer-sponsored work authorization now or in the future.

About the Opportunity

Our client is an independently owned business advisory firm that works exclusively with owners of high-performing private companies. The firm advises clients on complex business transactions and long-term strategic planning and has completed more than $3 billion in transactions across a broad range of industries.

The Client Experience Associate will play an integral role in supporting client engagement teams and ensuring a seamless, high-quality client experience. This position combines executive support, client service, project coordination, event planning, technology, and administrative responsibilities.

Qualifications & Skills

• 3+ years of experience in executive support, C-level support, client service, or a similar role
• Strong organizational and time management skills
• Demonstrated ability to prioritize and manage multiple projects simultaneously
• Excellent attention to detail and follow-through
• Advanced proficiency with Microsoft Office, including Outlook, Word, PowerPoint, and Excel
• Experience with Salesforce, Zoom, Adobe, and other business technology platforms
• Experience coordinating calendars, meetings, travel, and logistics
• Strong written and verbal communication skills
• Excellent client service and interpersonal skills
• Ability to handle confidential and sensitive information with discretion
• Ability to anticipate needs, solve problems, and work proactively
• Comfortable adapting to changing priorities and business needs
• Strong judgment and confidence communicating ideas and recommendations
• Collaborative approach and willingness to contribute to a team environment
• Event coordination experience is a plus

Key Responsibilities

• Coordinate calendars, meetings, schedules, and work plans for client engagements
• Prepare and format client-facing presentations, confidential memoranda, agendas, and other materials
• Coordinate meeting logistics, including off-site venues, catering, audiovisual technology, and travel arrangements
• Provide exceptional client service and maintain a high level of professional communication and etiquette
• Maintain accurate Salesforce records and electronic and paper files
• Manage confidential information with discretion, integrity, and professionalism
• Coordinate client closing activities and related documentation
• Support internal company events, special projects, and team initiatives
• Manage multiple projects and deadlines while maintaining strong attention to detail
• Communicate effectively with internal teams, clients, vendors, and other stakeholders
• Identify needs proactively and take appropriate action without requiring extensive direction
• Use and support team members with Microsoft Office, Salesforce, Zoom, Adobe, and other technology tools
• Travel periodically to support client meetings and events

JOHN LEONARD is an equal opportunity employer committed to representation, belonging, and accessibility in the workplace. All applicants are encouraged to apply and will receive consideration for employment without regard to race, religion, color, national origin, age, sex, sexual orientation, disability status, or any other characteristic protected by applicable law.