Client Experience Concierge

Harlow Wealth Management, Inc.; Vancouver (WA); On-site; USD 40,000 - 52,000; Full time

Job summary

Harlow Wealth Management, Inc. is seeking a Client Experience Specialist to be the welcoming face of the Vancouver, WA office. You will coordinate front office operations, greet visitors, manage inbound calls, and serve as the liaison between clients and advisors.

The role requires strong organizational skills and a personable, professional demeanor. The position is 100% in-office, with responsibilities including scheduling, event preparation, and ensuring a world-class client experience in a

Qualifications

• Experience in a fast-paced office environment.
• High School Diploma or equivalent.
• 1 year CRM experience preferred.
• 1 year front desk experience.
• 1 year Administrative Assistant experience.

Responsibilities

• Greet and assist visitors; manage front desk operations.
• Answer inbound calls and route inquiries to the appropriate advisor.
• Schedule appointments and confirm meetings.
• Coordinate office hospitality and refreshment services.
• Prepare conference rooms and maintain office areas.
• Support client communications and document handling.

Skills

Microsoft Office

CRM software

Organizational skills

Time management

Education

High School Diploma

Tools

CRM software

Job description

Harlow Wealth Management, Inc. is seeking a Client Experience Specialist to be the welcoming face of the Vancouver, WA office. You will coordinate front office operations, greet visitors, manage inbound calls, and serve as the liaison between clients and advisors.

The role requires strong organizational skills and a personable, professional demeanor. The position is 100% in-office, with responsibilities including scheduling, event preparation, and ensuring a world-class client experience in a