Client Service & Operations Associate Job at Beacon Hill (San Francisco)

Job Description

The Client Service & Operations Associate plays a key role in supporting a fast‑paced financial services team by partnering closely with client‑facing professionals on day‑to‑day execution, coordination, and operational support. This role provides a balance of client service, administrative excellence, and operational organization within a collaborative, high‑performance environment. This position is ideal for someone who is proactive, detail‑oriented, intellectually curious, and energized by supporting time‑sensitive, high‑touch work while delivering a high level of professionalism and service.

Job Responsibility

Support the preparation, editing, and distribution of client‑facing materials and internal deliverables
Partner with teams to develop business support materials, including company overviews, internal summaries, and market or news briefs
Conduct research and compile data using internal systems and external resources to support ongoing client and business needs
Attend internal and client‑related meetings, capture key discussion points, and track follow‑up action items
Manage complex calendars and scheduling for multiple professionals, proactively prioritizing meetings and resolving conflicts
Coordinate domestic and international travel arrangements and process expense reports
Draft, format, and proofread professional correspondence while handling sensitive and confidential information with discretion
Serve as a central point of communication for assigned teams and cross‑functional partners
Coordinate logistics for meetings and events, including conference rooms, catering, and A/V support
Collaborate with other administrative and operations professionals to ensure seamless coverage and consistent team support

Requirements

Strong proficiency in Microsoft Office, particularly PowerPoint and Excel
Experience formatting and refining client‑facing materials with a high attention to detail
Comfort organizing, tracking, and maintaining data in Excel
Advanced Outlook skills, including complex calendar and contact management

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Client Service & Operations Associate

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