Client Services Assistant

Below outlines the core job responsibilities of the L&E Research Client Services Assistant (CSA) position and is intended to describe the general nature and level of work being performed by individuals assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required for the position. The employer reserves the right to amend and modify these responsibilities should alternate needs arise. The employee must be able to perform the essential functions of the position satisfactorily and if requested, reasonable accommodation will be provided.

Job Summary
The Client Services Assistant (CSA) at L&E Research is a critical support and leadership role within our on-site market research operations. As the right hand to the Client Services Manager (CSM), the CSA ensures our facilities are prepared, our projects run smoothly, and our team members are supported in delivering exceptional client experiences.

This role is ideal for individuals who thrive in fast-paced, hospitality-driven environments and are ready to step into a leadership capacity while remaining hands-on with daily operations. The CSA helps bridge the gap between frontline execution and facility oversight – Playing a vital part in maintaining L&E's commitment to "Extreme Client Service."

Whether supporting room setups, training team members, handling logistics, or stepping in for the CSM when needed, the CSA is essential in driving operational excellence and ensuring client satisfaction.

This role is a strong stepping stone to further advancement within L&E's facility leadership track.

Job Responsibilities

• Leadership & Team Support

• Act as Assistant Manager in the absence of the CSM with minimal support

• Coordinate the onboarding and development of new CSRs
• Serve as a mentor and example to the Client Services team, maintaining professional and service standards
• Support the CSM in reinforcing current policies and procedures with CSRs

• Operational Oversight

• Ensure daily facility readiness including cleanliness, room setup, and material preparation

• Support project execution including food orders, client needs, and cleanup
• Collect information for and help build the Day of Needs for each project
• Maintain the project workbook with current study details and ensure the Nightly Report is completed

• Technology & Maintenance Support

• Monitor technology such as printers, projectors, AV systems, and streaming platforms

• Report issues and assist in basic troubleshooting of equipment to reduce disruptions
• Oversee shipping logistics and FedEx supply management

• Inventory & Supplies Management

• Assist the CSM in maintaining inventory levels and ordering supplies

• Ensure proper stocking of client rooms, kitchen, and facility materials
• Execute shopping trips for project needs using personal vehicle (mileage reimbursed)

• Reception, Communication, & Safety

• Cover reception desk; Greet guests and direct visitors

• Answer and route calls professionally; Help monitor guest entry for safety
• Secure valuables, report suspicious activity, and maintain a clean and safe environment

Training & Compliance Responsibilities

• Completion of all required IT and security training courses
• Adherence to ISO/IEC 27001:2013 and ISO 20252:2019 compliance standards

Required Qualifications & Soft Skills

• Previous experience as Sr. CSR or equivalent mentorship and service experience
• Full-time availability with flexibility in schedule
• Valid driver's license, insurance, and transportation (exceptions may apply by location)
• Strong written and verbal communication skills
• Familiarity with Microsoft Office (Word, Excel, Teams), cloud storage (OneDrive), and general office tech
• Ability to stand for extended periods on hard flooring, and to lift, carry, and move items weighing up to 25 pounds. You must also be able to conduct manual tasks without interference.

Preferred Knowledge, Skills, & Abilities

• Prior supervisory or mentorship experience in a Client Services, Retail, or Hospitality role
• Demonstrated ability to lead others and manage small teams or shifts

*L&E Research, Inc. is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.*