Customer Service Specialist

Executive Administrative Assistant

Our client is seeking an Executive Administrative Assistant to join their dynamic team. This is a pivotal role where the individual will support executive advisors and clients, manage many administrative tasks, and help streamline day-to-day operations, contributing to the smooth functioning of the organization.

Position Overview:

In this role, the Executive Administrative Assistant will work closely alongside executive advisors, supporting their efforts to deliver impactful results for clients. Together, they will help organizations optimize culture and talent strategy by leveraging behavioral assessments and data-driven insights. The assistant will be responsible for overseeing and nurturing client relationships, ensuring they receive maximum value from solutions. They will act as the go-to partner for clients, guiding them through the full lifecycle of services — from onboarding to strategic implementation and ongoing support.

Qualifications

Strong Communication Skills: Ability to communicate complex concepts clearly and effectively, both in writing and in person.

Project Management: Proven ability to manage multiple projects and client accounts simultaneously while meeting deadlines and exceeding client expectations.

Problem-Solving: A proactive, solution-oriented mindset with the ability to tackle challenges and deliver results.

Client-Focused: Demonstrated ability to build and maintain strong, trust-based relationships with clients.

Tech Savvy: Comfort with technology platforms and CRM tools; ability to learn new software quickly.

Organizational Skills: Detail-oriented with strong time management and prioritization skills.

Experience in a client-facing role preferred but not required.

Financial tracking and forecasting preferred but not required.

Responsibilities

Organization and Planning: Coordinate between client and advisor.

Onboarding & Implementation: Guide the onboarding process, ensuring clients are effectively integrated into the platform and understand how to use tools to their advantage.

Training & Education: Provide ongoing training, resources, and guidance to clients to help them fully leverage the platform and interpret data effectively.

Collaboration: Work cross-functionally with advisor teams, along with product and analytics, to ensure clients receive a seamless experience and support.

Client Relationship Management: Serve as a point of contact for clients, maintaining strong, long-term relationships and delivering exceptional service.

Travel Arrangements: Schedule advisor events and assist with billing to clients.

Compensation: $40,000 annual base salary + quarterly incentive bonuses.