Client Experience Advocate- Receptionist

Carson Wealth; Irvine (CA); On-site; USD 34,000 - 39,000; Full time

Benefits offered by this job

401(k) match

Health benefits

Parental Leave

PTO

Job summary

Carson Wealth is seeking a Client Experience Advocate- Receptionist to greet clients and manage front desk operations in Irvine, CA. You will handle calls, emails, texts, and in-person interactions, ensuring a welcoming and organized environment.

The role focuses on delivering exceptional service, coordinating scheduling, and supporting onboarding and administrative processes using core systems to boost efficiency and client satisfaction.

Qualifications

• Polished, professional presence and excellent interpersonal skills required.
• Extraordinary client service orientation with a positive, solutions-focused mindset required.
• Proficiency with common office software and ability to learn new systems quickly required.

Responsibilities

• Greet and assist clients, prospects, vendors, and employees in person and via phone, email, and text.
• Ensure lobby and conference rooms are prepared for meetings with cleanliness and professionalism.
• Manage phone greetings, call routing, and scheduling support for seamless interactions.
• Oversee daily office operations, including mail, supplies, and maintenance.
• Maintain organized records and safeguard confidential information.

Skills

Client service orientation

Interpersonal skills

Organizational skills

Time management

Professional presence

Education

High school diploma or equivalent

Associate degree in business/communications/hospitality

Tools

CRM

Scheduling tools

Job description

Client Experience Advocate- Receptionist

Job Category: Carson Wealth-Operations

Requisition Number: CLIEN001340

• Full-Time
• On-site

Locations

Showing 1 location

Irvine, CA 92618, USA

Description

Who We Are

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. Support client onboarding and administrative processes while leveraging core systems to enhance efficiency and overall satisfaction.

Essential Functions

• 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. Coordinate maintenance or cleaning needs as necessary. Maintain organized records and safeguard confidential information in accordance with company policies.
• 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.
• 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 hourly salary between $25.00-28.00.
• Variable compensation potential (Bonus)
• Competitive benefits including 401(k) with company contribution, PTO, Parental 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.

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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.