Client Relations Associate

A well established financial services organization is seeking a Client Relations Associate to support its client service and marketing functions. This role offers the opportunity to contribute to a highly collaborative team within a professional, fast-paced environment. The ideal candidate will be detail oriented, organized, and eager to take ownership of responsibilities that span client relations, marketing support, and general office administration.

Key Responsibilities

• Prepare reports, presentations, and materials for client meetings and internal use.
• Serve as a primary contact for internal and external communications with professionalism and discretion.
• Provide administrative support, including managing emails, scheduling, correspondence, and call handling.
• Update and format client materials, reports, and presentations using Microsoft PowerPoint, Word, and Excel.
• Assist with monthly and quarterly reporting cycles.
• Coordinate logistics for team projects, meetings, and events.
• Maintain digital and physical filing systems, ensuring accuracy and accessibility.
• Ensure all necessary materials are available and organized ahead of meetings.

Qualifications

• Strong organizational and multitasking skills, with the ability to manage multiple priorities and meet deadlines.
• Excellent communication skills—both written and verbal—with strong attention to detail.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint required).
• Positive, proactive attitude with sound judgment and problem-solving abilities.
• Previous experience in financial services or professional services is preferred but not required.

Education

• Associate’s or Bachelor’s degree in Business Administration, Finance, Communications, or a related field preferred; equivalent work experience will be considered.

This position is no longer accepting applications. However, we welcome you to submit your resume to info@mksearch.com for consideration in future opportunities.