Client Experience Advocate- Receptionist

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

Benefits offered by this job

401(k) with company match

Paid time off

Parental leave

Medical insurance

Dental insurance

Vision insurance

Health Savings Account

Flexible Spending Account

Life and AD&D Insurance

Short/Long-Term Disability

Wellbeing programs

Job summary

Carson Group in Irvine, CA, seeks an organized, client-focused front desk coordinator to deliver superb first impressions and professional service across phone, email, text, and in-person interactions.

You will manage reception duties, onboarding support, and cross-functional processes, using CRM and scheduling tools to improve efficiency and client experience.

Qualifications

• Polished, professional presence and excellent interpersonal skills.
• Extraordinary client service orientation with a positive, solutions-focused mindset.
• Strong organization, time management, and attention to detail.
• Ability to learn new systems quickly; proficient with common office software.

Responsibilities

• Greet and assist clients, prospects, vendors, and employees in person or remotely.
• Manage front desk operations: scheduling, mail, payments, and office readiness.
• Support client onboarding and administrative processes; use core systems to improve efficiency.
• Develop templates, checklists, and SOPs to improve accuracy and consistency.

Skills

Interpersonal skills

Client service

Organization

Learning new systems

Education

High school diploma or equivalent

Associate degree in business/communications/hospitality

Tools

CRM

Scheduling tools

Communication platforms

Job 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.

Job Details

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. 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.