Client Experience & Office Operations Partner

Equity Union; Santa Clarita (CA); On-site; USD 71,635,000 - 85,962,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Health insurance

Paid time off

Vision insurance

Pay: $25 – $30 per hr.

Job summary

Equity Union in Santa Clarita seeks a Client Experience Partner to welcome clients, agents, and guests with professionalism and ensure the office runs smoothly. This role extends beyond a front desk, supporting daily operations, technology, and administrative tasks while delivering an outstanding experience for everyone who visits.

The successful candidate will be highly organized, proactive, and able to multitask in a fast-paced environment, providing excellent customer service and helping

Qualifications

• Excellent customer service and communication; welcoming demeanor.
• Organized, proactive, and detail-oriented.
• Able to multitask in a fast-paced environment.
• Strong computer skills and quick learner of new technology.
• Experience with Google Workspace, Microsoft Office, and CRM systems.
• Team player with a helpful attitude and reliability.
• Ability to adapt to changing daily needs.

Responsibilities

• Welcome clients, agents, and visitors with professionalism.
• Answer and direct incoming phone calls.
• Create a warm, inviting, service-oriented office environment.
• Assist agents with day-to-day office needs and tasks.
• Build positive relationships with agents and anticipate their needs.
• Manage front desk operations and keep reception area organized.
• Receive, prepare, and ship mail and packages.
• Keep conference and training rooms ready for daily use.
• Ensure office supplies are stocked.
• Support Office Manager with admin responsibilities.
• Assist with onboarding new agents and workspace setup.
• Provide basic tech support for printers, computers, Wi-Fi, and related tools.
• Coordinate office equipment setups and troubleshoot basic issues.
• Prepare conference rooms and spaces for meetings.
• Help create engaging office events.

Skills

Customer service

Communication skills

Organization

Multitasking

Tech-savviness

CRM platforms

Google Workspace

Microsoft Office

Team player

Attention to detail

Tools

CRM platforms

Google Workspace

Microsoft Office

Job description

Equity Union in Santa Clarita seeks a Client Experience Partner to welcome clients, agents, and guests with professionalism and ensure the office runs smoothly. This role extends beyond a front desk, supporting daily operations, technology, and administrative tasks while delivering an outstanding experience for everyone who visits.

The successful candidate will be highly organized, proactive, and able to multitask in a fast-paced environment, providing excellent customer service and helping