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Client Service & Operations Associate

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Beacon Hill

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Location:
United States , San Francisco

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Category:
Finance

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Contract Type:
Not provided

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Salary:

94000.00 - 96000.00 USD / Year
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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

Additional Information:

Job Posted:
April 16, 2026

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