Exec Asst - Client Service

Responsibilities

• Manage the Head of Client Service's calendar, schedule meetings, and coordinate travel arrangements.
• Create and maintain robust tracking sheets for all meetings and calls, ensuring accurate documentation of attendees, topics, action items, and follow-ups.
• Answer and direct incoming phone calls promptly and professionally, taking detailed messages and ensuring timely follow-up.
• Process expense reports, invoices, and purchase orders in accordance with company policies.
• Organize and maintain confidential files, records, and client documentation.
• Assist in the preparation and follow-up of client meetings, including agenda creation, minute-taking, and action item tracking.
• Coordinate departmental events, training sessions, and team activities.
• Support project management tasks and track progress on key initiatives.
• Prepare, proofread, and distribute correspondence, reports, presentations, and meeting materials.
• Perform other administrative duties as assigned to support the Head of Client Service and the broader client service team.

Requirements

• Required Qualifications
• 2+ years of administrative or client-facing support experience, preferably in financial services.
• Meticulous attention to detail and strong organizational skills.
• Self-starter with the ability to anticipate needs and take initiative.
• Client-service-oriented personality with a professional and welcoming demeanor.
• Ability to manage multiple priorities and deadlines simultaneously.
• Strong written and verbal communication skills.
• Proficiency in Salesforce (or other CRM), Excel, Word, PowerPoint, and Outlook.
• Experience supporting senior executives in asset management or financial services.
• Experience planning and coordinating client meetings or events.
• Familiarity with conference and guest space logistics.
• Salary Range
• Annual base salary between
• -$75,000.00

Additional Information

Position Summary Guggenheim Investments is seeking a highly organized and proactive Executive Assistant to join our Client Service team. In this full-time role, you will provide high-level administrative support to the Head of Client Services, serving as a trusted partner in managing the day-to-day operations of a fast-paced, client-focused environment. This role is based in New York City, full-time.

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at guggenheiminvestment? Share your experience