Client Experience Associate

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

Job summary

Johnleonard, an independently owned business advisory firm based in Portsmouth, NH, seeks a Client Experience Associate to support client engagement teams with executive assistance, client service, project coordination, and administrative responsibilities on-site five days a week.

The role requires a Bachelor's degree and 3+ years of related experience, strong Microsoft Office and business software skills (Salesforce, Zoom, Adobe), and the ability to manage calendars, travel, and confidential

Qualifications

• Bachelor's degree and 3+ years in executive support, C-level support, client service, or similar role
• Strong organizational and time management skills
• Ability to manage multiple projects with prioritization
• Attention to detail and follow-through
• Advanced proficiency with Microsoft Office (Outlook, Word, PowerPoint, Excel)
• Experience with Salesforce, Zoom, Adobe and related business tech
• Experience coordinating calendars, meetings, travel and logistics
• Excellent written and verbal communication
• Ability to handle confidential information with discretion
• Ability to anticipate needs and work proactively
• Comfortable with changing priorities and business needs
• Collaborative team player; event coordination experience a plus

Responsibilities

• Coordinate calendars, meetings, schedules, and work plans for client engagements
• Prepare and format client-facing presentations and confidential materials
• Arrange meeting logistics including venues, catering, A/V and travel
• Provide exceptional client service and maintain professional communication
• Maintain Salesforce records and electronic/paper files
• Handle confidential information with discretion and integrity
• Coordinate client closing activities and related documentation
• Support internal events, special projects, and team initiatives
• Manage multiple projects with attention to detail
• Communicate effectively with internal teams, clients, vendors

Job description

THIS IS NOT A REMOTE POSITION. APPLICANTS MUST BE ABLE TO COMMUTE TO THE OFFICE IN PORTSMOUTH, NH, IN PERSON 5 DAYS PER WEEK.

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

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.