Client Experience & Operations Associate
Nelson Murphy Insurance & Investments
Job Description
Role Description
The Client Experience & Operations Associate (CEOA) serves as the first point of contact for clients and visitors while providing essential support to the Office Manager and the Client Relationship Team. This role manages front-desk responsibilities, phone intake, appointment scheduling, and administrative tasks, while assisting with basic compliance, bookkeeping, and office coordination.
The CEOA also acts as the firm's Dreamweaver, creating thoughtful, memorable client experiences through personalized gestures, hospitality, and attention to detail that reinforce long-term relationships. Success in this role requires exceptional organizational skills, a service-oriented mindset, and the ability to balance reception, administrative, and operational responsibilities to ensure seamless client experience and a well-run office.
This is a fully in-office ...