Client Experience & Exec Support 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

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.