Client Experience Associate

Location: Portsmouth, NH | On-site 5 days/week

Salary Range: $65K-$70K | Bonus Eligible

Schedule: Full-time | Monday-Friday, 8:30-5:30 | ~20% travel expected

Required: Bachelor's degree and 3+ years of experience in executive support, C-level support, client service, or a similar role

Applicants must be authorized to work in the United States without sponsorship. This position is not eligible for employer-sponsored work authorization now or in the future.

About the Opportunity

Our client is an independently owned business advisory firm that works exclusively with owners of high-performing private companies. The firm advises clients on complex business transactions and long-term strategic planning and has completed more than $3 billion in transactions across a broad range of industries.

The Client Experience Associate will play an integral role in supporting client engagement teams and ensuring a seamless, high-quality client experience. This position combines executive support, client service, project coordination, event planning, technology, and administrative responsibilities .

Qualifications & Skills

• Bachelor’s degree
• 3+ years of experience in executive support, C-level support, client service, or a similar role
• Strong organizational and time management skills
• Demonstrated ability to prioritize and manage multiple projects simultaneously
• Excellent attention to detail and follow-through
• Advanced proficiency with Microsoft Office , including Outlook, Word, PowerPoint, and Excel
• Experience with Salesforce, Zoom, Adobe , and other business technology platforms
• Experience coordinating calendars, meetings, travel, and logistics
• Strong written and verbal communication skills
• Excellent client service and interpersonal skills
• Ability to handle confidential and sensitive information with discretion
• Ability to anticipate needs, solve problems, and work proactively
• Comfortable adapting to changing priorities and business needs
• Strong judgment and confidence communicating ideas and recommendations
• Collaborative approach and willingness to contribute to a team environment
• Event coordination experience is a plus

Key Responsibilities

• Coordinate calendars, meetings, schedules, and work plans for client engagements
• Prepare and format client-facing presentations, confidential memoranda, agendas, and other materials
• Coordinate meeting logistics, including off-site venues, catering, audiovisual technology, and travel arrangements
• Provide exceptional client service and maintain a high level of professional communication and etiquette
• Maintain accurate Salesforce records and electronic and paper files
• Manage confidential information with discretion, integrity, and professionalism
• Coordinate client closing activities and related documentation
• Support internal company events, special projects, and team initiatives
• Manage multiple projects and deadlines while maintaining strong attention to detail
• Communicate effectively with internal teams, clients, vendors, and other stakeholders
• Identify needs proactively and take appropriate action without requiring extensive direction
• Use and support team members with Microsoft Office, Salesforce, Zoom, Adobe , and other technology tools
• Travel periodically to support client meetings and events

Apply Today

Ready to bring your client service, organizational, and project coordination skills to a collaborative advisory team? Apply today to be considered for this Client Experience Associate opportunity in Portsmouth, NH.

Founded in 1969, JOHN LEONARD, a woman-owned business, is the premier staffing choice in Boston and beyond. We provide Temporary/Contract, Direct Hire, Temp-to-Hire, and Payroll services as part of our comprehensive service offerings. JOHN LEONARD is an equal opportunity employer committed to representation, belonging, and accessibility in the workplace. All applicants are encouraged to apply and will receive consideration for employment without regard to race, religion, color, national origin, age, sex, sexual orientation, disability status, or any other characteristic protected by applicable law.