Client Concierge & Reception Specialist

Conservative Financial Solutions; Harrison (OH); On-site; USD 51,577,000 - 63,039,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Paid holidays

Bonus opportunities

Life and disability insurance

Company and employee events

Job summary

Conservative Financial Solutions in Harrison, Ohio welcomes a polished First Impressions Representative to greet clients and support a professional front desk. You’ll manage arrivals, check-ins, ringing in new clients, and ensure everyone is directed to the right team with courtesy and care.

You’ll handle multi-line calls, scheduling, calendar coordination, and meeting room prep while maintaining confidentiality and a positive, organized work area. Training and ongoing support are provided.

Qualifications

• High school diploma or equivalent.
• Strong communication and interpersonal skills.
• Ability to maintain confidentiality.
• High attention to detail.
• Professional appearance and communication.
• Ability to occasionally lift up to 25 pounds.

Responsibilities

• Greet clients and guests warmly as they arrive.
• Check clients in and notify the appropriate team member.
• Learn and remember client names.
• Offer beverages and assist with coats.
• Engage clients in friendly, professional conversation.
• Escort clients to meeting rooms.
• Pay attention to delays or needs and address them proactively.
• Maintain a welcoming, organized reception area.
• Assist with DocuSign and related tasks.
• Complete additional administrative projects as needed.

Skills

Warm personality

Excellent communication

Highly organized

Attention to detail

Empathetic

Education

High school diploma or equivalent

Tools

Microsoft Outlook

Redtail CRM

DocuSign

Multi-line phone system

Job description

Conservative Financial Solutions in Harrison, Ohio welcomes a polished First Impressions Representative to greet clients and support a professional front desk. You’ll manage arrivals, check-ins, ringing in new clients, and ensure everyone is directed to the right team with courtesy and care.

You’ll handle multi-line calls, scheduling, calendar coordination, and meeting room prep while maintaining confidentiality and a positive, organized work area. Training and ongoing support are provided.