Client Experience & Office Coordinator

Aon plc; Melville (NY); On-site; USD 59,000 - 72,000; Full time

Benefits offered by this job

PTO

Paid holidays

401(k) with match

Job summary

Wealthspire is seeking an organized Reception and Office Operations Associate to support client service teams across multiple offices. You will handle front-desk duties, scheduling, CRM updates, and general administrative tasks to ensure smooth daily operations.

In this role you will maintain office spaces, coordinate with vendors, assist HR and IT with onboarding, plan client and employee events, manage mail, and provide reliable support to advisors and colleagues.

Qualifications

• College degree preferred.
• Excellent communication, organizational, and multitasking skills with strong attention to detail.
• Professional, dependable, and committed to providing excellent client service.
• Ability to work collaboratively, take initiative, and manage competing priorities.
• Proficiency in Microsoft Office; experience with CRM systems and SharePoint is a plus.
• Ability to handle confidential information with discretion and professionalism.

Responsibilities

• Greet clients and visitors; answer calls and direct inquiries.
• Assist Advisors and Client Service Associates with scheduling, client communications, CRM updates.
• Prepare conference rooms for client and internal meetings, including setup, refreshments, and cleanup.
• Maintain the professional appearance and organization of office common areas, conference rooms, and kitchens.
• Support HR and IT with onboarding and offboarding; coordinate meetings and events.
• Process mail, packages, and shipments; assist with filing and SharePoint organization.

Skills

Communication skills

Organizational skills

Multitasking

Discretion with confidential info

Education

College degree preferred

Tools

CRM systems

SharePoint

Microsoft Office

Job description

Wealthspire is seeking an organized Reception and Office Operations Associate to support client service teams across multiple offices. You will handle front-desk duties, scheduling, CRM updates, and general administrative tasks to ensure smooth daily operations.

In this role you will maintain office spaces, coordinate with vendors, assist HR and IT with onboarding, plan client and employee events, manage mail, and provide reliable support to advisors and colleagues.