Client Experience Concierge - Front Desk

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

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.