EP Wealth Advisors
Boise / Global
Client Services Concierge — Admin & Office Operations
- $28.000 - $40.000
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Boise / Global
EP Wealth Advisors is seeking an Office Services Associate to greet clients, manage front-desk operations, and support the office calendar. This frontline role collaborates with client relationship support, wealth advisory, and operations teams to ensure smooth service delivery and compliant administration.
The ideal candidate will have 1–3+ years in a professional office, strong communication, teamwork, and superb organization, with proficiency in Microsoft Office and CRM systems to document
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