Client Associate

The Client Associate plays a key role in supporting client relationship management, marketing initiatives, and practice operations. This individual helps strengthen client engagement through proactive outreach, event coordination, meeting management, and the preparation of client-facing materials. The ideal candidate is highly organized, detail-oriented, and committed to delivering an exceptional client experience. • Coordinate and execute client events, seminars, appreciation programs, and marketing campaigns from planning through post-event follow-up. • Manage advisor calendars, schedule client meetings, and coordinate meeting logistics for in-person and virtual appointments. • Prepare meeting agendas, presentations, reports, and client review materials. • Maintain and update marketing materials, client communications, and digital content to support business development efforts. • Serve as a key point of contact for clients by providing responsive service, coordinating requests, and supporting ongoing relationship management.