Client Concierge & Front Desk Specialist

Centurion Holdings LLC; Cheshire (CT); On-site; USD 40,000 - 48,000; Full time

Benefits offered by this job

Health Insurance

Bonus opportunities

Profit sharing

Paid time off

401(k) with employer match

Mental health days

Birthday off (paid)

Perk reimbursement

Professional development

Job summary

Centurion Holdings LLC in Connecticut seeks a warm, polished Client Concierge/Receptionist to be the welcoming face of our fast‑paced, client‑focused financial planning office. You’ll help ensure daily flow and support a high‑performing advisory team with a white‑glove client experience that sets our firm apart.

Greet clients, manage front desk duties, coordinate calendars, document interactions in the CRM, and assist advisors with essential administrative tasks.

Qualifications

• Experience in financial services is a plus but not required.
• Client-facing hospitality or receptionist experience is valued.
• Familiarity with CRM and scheduling software is beneficial.

Responsibilities

• Deliver service excellence following Ritz Carlton–level hospitality standards.
• Greet clients warmly and maintain a welcoming environment.
• Prepare personalized touches such as birthday cards and handwritten notes.
• Document all client interactions in the CRM system.
• Conduct light social media research to personalize engagement.
• Answer incoming calls and route clients as needed.
• Schedule appointments and manage calendars.
• Prepare professional correspondence.
• Process and scan checks, forms, and maintain mail logs.
• Assist advisors and team members with essential administrative tasks.

Skills

Excellent communication

Highly organized

Team player

Confidentiality

Customer service

Tools

CRM platforms

Microsoft Office

Teams

Job description

Centurion Holdings LLC in Connecticut seeks a warm, polished Client Concierge/Receptionist to be the welcoming face of our fast‑paced, client‑focused financial planning office. You’ll help ensure daily flow and support a high‑performing advisory team with a white‑glove client experience that sets our firm apart.

Greet clients, manage front desk duties, coordinate calendars, document interactions in the CRM, and assist advisors with essential administrative tasks.