Client Experience Advocate

Carson Wealth; Cockeysville (MD); On-site; USD 55,380,000 - 72,324,000; Full time

Benefits offered by this job

401(k) with company contribution

Health benefits

PTO

Parental Leave

Sabbatical Leave

Job summary

Carson Wealth is seeking a courteous front desk and client services specialist to greet clients, manage the lobby, and support onboarding activities. You will coordinate events, process payments, and maintain a welcoming environment while ensuring accurate records and responsive service.

The role requires a polished presence, strong organization, and the ability to learn new systems quickly. A professional office setting with a focus on client satisfaction is offered.

Qualifications

• High school diploma or equivalent required.
• Associate degree in business, communications, hospitality, or related field preferred.
• Minimum of two years in a professional office or client-facing environment preferred.
• Polished, professional presence and excellent interpersonal skills required.
• Extraordinary client service orientation with a positive, solutions-focused mindset required.
• Strong organization, time management, and attention to detail required.
• Proficiency with common office software and ability to learn new systems quickly required.
• Experience with CRM, scheduling, or communication platforms preferred.

Responsibilities

• Deliver an exceptional first impression through professional, friendly, and timely communication across phone, email, text, and in-person interactions.
• Manage front desk operations, including scheduling, mail, payments, and office readiness.
• Coordinate client engagement efforts such as events, gifts, and communications.
• Support onboarding and administrative processes while leveraging core systems to enhance efficiency and satisfaction.
• Maintain lobby and conference rooms, route calls, and ensure high-quality interactions from arrival to departure.
• Oversee mail and package handling, supplies, and office cleanliness.

Skills

Front Office Management

Client Engagement

Events Coordination

CRM Knowledge

SOPs & Templates

Education

High school diploma

Associate degree (business/communications/hospitality)

Tools

CRM

Scheduling tools

Phone systems

E-fax

SMS platforms

Job description

In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.

We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.

Who We Want

Deliver an exceptional first impression through professional, friendly, and timely communication across phone, email, text, and in-person interactions. Manage front desk
operations, including scheduling, mail, payments, and office readiness, to maintain an organized and welcoming environment. Coordinate client engagement efforts such as events, gifts, and communications that strengthen relationships and reflect the firm’s service commitment. Support client onboarding and administrative processes while
leveraging core systems to enhance efficiency and overall satisfaction.

• Client Experience & Front Office Management: Greet and assist clients, prospects, vendors, and employees in person and via phone, email, and text. Ensure the lobby and conference rooms are prepared for meetings, maintaining cleanliness, comfort, and professionalism. Manage phone greetings, call routing, and scheduling support to create seamless, high-quality interactions from arrival to departure.
• Administrative Operations & Mail Management: Oversee daily office operations, including sorting and distributing mail and packages, maintaining supplies, and ensuring overall office readiness. Post client check payments accurately and coordinate maintenance or cleaning needs as necessary. Maintain organized records and safeguard confidential information in accordance with company policies.
• Client Engagement & Events: Plan and execute client and employee engagement activities such as events, celebrations, and recognition efforts. Coordinate client appreciation initiatives including cards, gifts, and milestone outreach to strengthen relationships and enhance community engagement. Partner with approved vendors to source, order, and track items while adhering to budget and quality standards.
• Technology, Systems & Process Improvement: Maintain and train others on key systems, including CRM, scheduling tools, phone systems, e-fax, and SMS platforms. Create and update templates, checklists, and SOPs to improve accuracy, consistency, and efficiency. Identify opportunities to enhance communication, service delivery, and front-office processes through technology and innovation.
• Onboarding & Support: Assist with onboarding for new clients, ensuring smooth transitions and proactive communication. Respond to client inquiries, support documentation needs, and collaborate with internal partners to deliver consistent, high-quality service and a positive first impression.
• Other Duties: Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives.

What You Need

• High school diploma or equivalent required.
• Associate degree in business, communications, hospitality, or related field preferred.
• Minimum of two years of experience in a professional office or client-facing environment preferred.
• Polished, professional presence and excellent interpersonal skills required.
• Extraordinary client service orientation with a positive, solutions-focused mindset required.
• Strong organization, time management, and attention to detail required.
• Proficiency with common office software and ability to learn new systems quickly required.
• Experience with CRM, scheduling, or communication platforms preferred.
• Genuine interest in serving and caring for others required.

EEO Statement

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.

The total rewards expected for this role include:

• Starting annual base salary between $19.23 - $25.24
• Variable compensation potential (Bonus and/or commissions)
• Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Sabbatical Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.