What are the responsibilities and job description for the Client Experience Associate position at The Nagler Group?
Location: Portsmouth, NH
Schedule: Monday–Friday, 8:30 AM–5:30 PM
Work Arrangement: Fully onsite; company-paid parking provided
Compensation: $70,000 base salary bonus (OTE $100k - $120k ), profit sharing, 100% employer-paid individual health insurance
Our client is a professional services firm supporting high-level business owners and executives through complex, highly confidential transactions. With a small, collaborative team, this is an opportunity to become an integral part of the organization and play a key role in delivering an exceptional client experience.
We are seeking a confident, highly energetic, and exceptionally organized Client Services professional who thrives in a fast-paced environment, enjoys wearing multiple hats, and takes pride in anticipating needs and delivering a true white-glove experience.
About The Role
This position will provide high-level administrative and client support across multiple active engagements. You will work closely with senior professionals and clients while also contributing to internal projects and company events.
Responsibilities Will Include
The ideal candidate is someone who is confident, polished, proactive, and energized by a high-touch client environment. You should be comfortable working with senior-level professionals, handling confidential information, and jumping between priorities without losing sight of the details.
Preferred Qualifications
TNG123
Schedule: Monday–Friday, 8:30 AM–5:30 PM
Work Arrangement: Fully onsite; company-paid parking provided
Compensation: $70,000 base salary bonus (OTE $100k - $120k ), profit sharing, 100% employer-paid individual health insurance
Our client is a professional services firm supporting high-level business owners and executives through complex, highly confidential transactions. With a small, collaborative team, this is an opportunity to become an integral part of the organization and play a key role in delivering an exceptional client experience.
We are seeking a confident, highly energetic, and exceptionally organized Client Services professional who thrives in a fast-paced environment, enjoys wearing multiple hats, and takes pride in anticipating needs and delivering a true white-glove experience.
About The Role
This position will provide high-level administrative and client support across multiple active engagements. You will work closely with senior professionals and clients while also contributing to internal projects and company events.
Responsibilities Will Include
- Manage complex calendars, schedules, meeting coordination, and engagement work plans
- Serve as a professional and responsive point of contact for high-level clients and external partners
- Prepare polished, client-facing materials, including PowerPoint presentations, confidential documents, agendas, and meeting materials
- Coordinate meeting logistics, including venues, catering, audiovisual/technology needs, and occasional travel arrangements
- Maintain accurate and highly organized electronic and paper files and confidential documentation
- Manage and maintain client information within CRM and other technology platforms
- Support client closing activities and other time-sensitive deliverables
- Assist with company events, internal initiatives, and special projects
- Balance competing priorities while maintaining a high level of accuracy, professionalism, and urgency
- Anticipate the needs of senior team members and clients and proactively address issues before they arise
- Collaborate closely with team members to ensure seamless communication and execution across engagements
- Travel occasionally on a limited basis to support client needs
The ideal candidate is someone who is confident, polished, proactive, and energized by a high-touch client environment. You should be comfortable working with senior-level professionals, handling confidential information, and jumping between priorities without losing sight of the details.
Preferred Qualifications
- Bachelor’s degree preferred
- 3 years of experience providing executive-level, C-suite, client services, or high-level administrative support
- Exceptional organizational skills and attention to detail
- Strong calendar management and travel coordination experience
- Excellent written and verbal communication skills
- Proficiency with Microsoft Office, particularly Outlook, Word, PowerPoint, and Excel
- Experience working with CRM and technology platforms such as Salesforce, Zoom, Adobe, or similar tools
- Experience in a fast-paced, client-facing professional environment
- Strong judgment and the ability to handle highly sensitive and confidential information with discretion
- Ability to anticipate needs, take initiative, and work independently
- Ability to manage multiple projects and shifting priorities simultaneously
- A strong sense of urgency and ownership
- Event coordination experience is a plus
TNG123
Salary : $100,000 - $120,000