Client Services Concierge — Admin & Office Operations

EP Wealth Advisors; Boise (ID); On-site; USD 28,000 - 40,000; Full time

Benefits offered by this job

11 Paid Holidays + 2 Floating Holidays

Paid Parental Leave

Paid Volunteer Time

Flexible Work Schedule

Subsidized Health, Dental, Vision

401k with company match

Life Insurance

Disability Insurance

Health Savings Account

Educational Expense Reimbursement

Employee Assistance Program

Job summary

EP Wealth Advisors is seeking an Office Services Associate to greet clients, manage front-desk operations, and support the office calendar. This frontline role collaborates with client relationship support, wealth advisory, and operations teams to ensure smooth service delivery and compliant administration.

The ideal candidate will have 1–3+ years in a professional office, strong communication, teamwork, and superb organization, with proficiency in Microsoft Office and CRM systems to document

Qualifications

• The ideal candidate will have 1-3+ years' experience working in a professional office environment; a preference for candidates with previous operations and client service experience.
• Excellent written and verbal communication skills
• Demonstrated interpersonal skills with the ability to work well within a team-based, collaborative environment
• Strong organization and attention to detail are essential with the ability to prioritize and multi-task effectively in a fast-paced environment
• Demonstrated proficiency using Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)

Responsibilities

• Provide concierge level service to clients and prospects including front office reception, confirmation of appointments, meeting preparation, and managing office calendar
• Partner directly with client relationship support, wealth advisory, and operations teams in meeting client needs, including the preparation of custodian paperwork, communication with clients, and assisting with client service-related activities
• Track and document tasks and activities in CRM and other internal systems, ensuring notes are input in a timely and compliant manner
• Works with regional head to identify office specific issues and recommend solutions as well as execute sound judgment in resolving administrative matters
• Ensure facilities needs are adequately met; partner with internal and/or external partners to address any deficiencies
• Coordinate and participate in office and/or or firm initiatives, projects, and other department specific initiatives as needed
• Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance
• Perform additional functions, duties and specific tasks of a similar nature and scope as necessary to support the client service departmental objectives

Skills

Communication skills

MS Office proficiency

Tools

CRM software

Job description

EP Wealth Advisors is seeking an Office Services Associate to greet clients, manage front-desk operations, and support the office calendar. This frontline role collaborates with client relationship support, wealth advisory, and operations teams to ensure smooth service delivery and compliant administration.

The ideal candidate will have 1–3+ years in a professional office, strong communication, teamwork, and superb organization, with proficiency in Microsoft Office and CRM systems to document