Client Experience Associate (Front Office)

Client Experience Associate (Front Office)

Location: Silverdale, WA
Schedule: Full-Time | Monday–Friday, 9:00 AM – 5:00 PM (On-Site)
Employment Type: Non-Exempt (Hourly)

About the Role

Our client is a growing wealth management firm built on strong relationships, proactive service, and a high standard of client care.

We’re looking for a Client Experience Associate to serve as the face and voice of their Silverdale office—creating a welcoming experience for every client interaction.

This role is ideal for someone who is organized and reliable and also warm, engaging, and clear in their communication. You will often be the first impression of the firm—both in person and over the phone—so professionalism and follow-through are essential.

We’re looking for someone who consistently delivers a great client experience—not just someone who completes tasks.

What This Role Is (and Is Not)

This is a front-facing, client-first position with consistent daily responsibilities:

• Answering phones
• Greeting clients
• Scheduling meetings
• Supporting the flow of the office

Because this is a highly client-facing role, you should enjoy frequent interaction and feel comfortable being visible at the front desk throughout the day.

What Success Looks Like

• Clients are greeted promptly, warmly, and by name whenever possible
• Phone calls are handled with confidence, clarity, and professionalism
• Advisors feel supported because calendars are organized and meetings run smoothly
• The office feels welcoming, polished, and well-run at all times
• You take initiative—things get done before someone has to ask

Key Responsibilities

Client Experience & Front Desk (Primary Focus)

• Serve as the first point of contact for all clients—both in person and by phone
• Greet clients with a high level of warmth, professionalism, and attentiveness
• Answer and route incoming calls with confidence and clarity
• Maintain a polished, organized, and welcoming front office environment

Scheduling & Client Coordination

• Schedule and confirm client meetings
• Communicate with clients ahead of meetings to ensure they are prepared
• Keep advisor calendars organized and up to date
• Help reduce scheduling friction and back-and-forth

Administrative & Operational Support

• Process check deposits and handle incoming/outgoing mail
• Scan, file, and maintain client documents with a high level of accuracy and confidentiality
• Monitor shared inboxes and assist with client follow-up
• Support general day-to-day office operations

Meeting & Team Support

• Assist with meeting preparation and follow-up tasks
• Communicate with advisors on open client items and next steps
• Provide support across the Silverdale & Bothell team, assist with coverage or projects related to the firm

Event Support

• Assist with coordination and execution of client events
• Support logistics, preparation, and day-of execution (occasional schedule flexibility may be needed)

Who Will Thrive in This Role

This role is a great fit for someone who:

• Enjoys working with people and creating a welcoming, professional experience
• Communicates clearly and professionally—in person, by phone, and in writing
• Enjoys talking with people and making them feel comfortable
• Takes pride in being the person who keeps things running smoothly
• Notices details and follows through without reminders
• Can balance multiple responsibilities without getting overwhelmed
• Contributes to a respectful, team-oriented office environment

Key Traits We Are Prioritizing

We are intentionally prioritizing the following:

• Warm and welcoming presence – clients should feel it immediately
• Strong verbal communication skills – clear, confident, and personable
• Professional presence – polished, composed, and reliable
• Proactive mindset – anticipates needs and takes initiative
• Consistency – dependable with both schedule and performance
• Attention to detail – accuracy matters in everything we do

Qualifications

• Prior experience in a client-facing or administrative role required
• Strong interpersonal and communication skills
• Excellent organization and time management skills
• Ability to multitask and prioritize effectively
• Proficiency with Microsoft Office (Outlook, Word, Excel, Teams)
• Financial services experience is a plus, but not required

Preferred Qualifications

• Experience in financial services, professional services, or hospitality
• Experience with a CRM or client database (or the ability to learn quickly)
• Comfort handling sensitive information with discretion and care