Client Experience & Operations Associate

CitiStaffing; Connecticut; On-site; USD 55,000 - 80,000; Full time

Job summary

Premier Asset Management is seeking an Associate to join the Client Service Department, delivering exceptional service to clients and supporting the team in achieving strategic goals.

Responsibilities include partnering with Client Advisors, handling inquiries, coordinating tasks and meetings, and ensuring readiness for client interactions. The role emphasizes organization, effective communication, and collaboration across internal teams.

Qualifications

• Bachelor's degree with strong academic record preferred.
• Experience in financial services or a professional business environment is a plus, though not required.
• Effective written and oral communication skills with strong attention to detail.
• Proficiency in Outlook, PowerPoint, Word and Excel; comfortable learning new software tools.

Responsibilities

• Partner with your team’s Client Advisor to understand client goals and translate the business plan while providing administrative and calendar support.
• Act as the first point of contact for all incoming client inquiries via email or phone.
• Coordinate tasks, activities and collaboration sessions to meet client needs from visualization to scheduling.
• Facilitate synchronization and communication across the team, by tracking and reporting on status of key activities and keeping knowledge repositories up to date (i.e. CRM).
• Ensure team and key stakeholders are prepared for all client interactions (i.e. presentations, prep notes, technology).
• Coordinate logistics for clients and team, including travel strategy, events and presentation materials.
• Anticipate and resolve problems efficiently and independently.
• Work with other teams on projects to improve departmental operations.

Skills

Communication

Attention to detail

Time management

Organizational skills

Calm under pressure

Education

Bachelor's degree

Tools

Outlook

PowerPoint

Word

Excel

Job description

Premier Asset Management is seeking an Associate to join the Client Service Department, delivering exceptional service to clients and supporting the team in achieving strategic goals.

Responsibilities include partnering with Client Advisors, handling inquiries, coordinating tasks and meetings, and ensuring readiness for client interactions. The role emphasizes organization, effective communication, and collaboration across internal teams.