Client-Focused Office Services Associate Flexible Schedule

ep wealth advisors; Boise (ID); On-site; USD 25,000 - 34,000; Full time

Benefits offered by this job

11 Paid Holidays + 2 Floating Holidays

Paid Parental Leave

Flexible Work Schedule

Health, Dental, Vision Plans

401k with company match

Job summary

EP Wealth Advisors is seeking an Office Services Associate to act as the front-line ambassador, supporting client service and office operations. The role involves receptionist duties, calendar management, and collaboration with wealth advisory and operations teams to ensure smooth service delivery.

The ideal candidate has 1–3+ years in a professional office, strong communication, organization, and proficiency with MS Office. A team-oriented environment and compliance focus are essential.

Qualifications

• 1–3+ years in a professional office environment.
• Excellent written and verbal communication.
• Strong interpersonal and teamwork abilities.
• Highly organized with attention to detail and multitasking.

Responsibilities

• Provide concierge level service to clients and prospects, manage front office reception, appointments, and calendar.
• Coordinate with client relationship support, wealth advisory, and operations to meet client needs.
• Prepare custodian paperwork and communicate with clients.
• Document tasks in CRM and internal systems with timely notes.
• Identify office issues with regional head and propose solutions.
• Ensure facilities needs are met and coordinate with partners.
• Support office initiatives and adhere to policies.
• Take on additional duties to support client service objectives.

Skills

Communication skills

Interpersonal skills

Organization

Tools

MS Office

Outlook

CRM software

Job description

EP Wealth Advisors is seeking an Office Services Associate to act as the front-line ambassador, supporting client service and office operations. The role involves receptionist duties, calendar management, and collaboration with wealth advisory and operations teams to ensure smooth service delivery.

The ideal candidate has 1–3+ years in a professional office, strong communication, organization, and proficiency with MS Office. A team-oriented environment and compliance focus are essential.