Client Experience Champion

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

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.