Client Experience Concierge & Front Desk Specialist

Omega Wealth Private Capital, LLC; Cincinnati (OH); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Health, vision and dental insurance

Job summary

Omega Wealth Private Capital, LLC in Cincinnati is seeking a hospitality-driven receptionist/front desk professional. You will be the first face and voice clients meet, ensuring a warm, polished environment from welcome to departure.

Responsibilities include greeting visitors, coordinating meeting spaces, managing refreshments, and guiding clients through the onboarding experience. This role emphasizes client-centric service in a fast-paced office setting.

Qualifications

• 1+ year of experience in reception, hospitality or client service.
• Strong phone etiquette and front desk skills.
• Excellent organizational skills and attention to detail.
• Proficiency with Google Workspace or Microsoft Office.

Responsibilities

• Warmly greet every client, prospect and visitor, confirming their name and who they're meeting with.
• Offer and serve refreshments and escort guests to their meeting room.
• Deliver our new client welcome experience, including welcome gifts and gift inventory tracking.
• Greet walk-ins and provide intake forms.
• Share upcoming client events and workshops with visitors when appropriate.
• Review daily advisor and team schedules in our CRM and calendars to plan meeting room use.
• Reserve offices strategically, placing the best available space for new client meetings.
• Notify advisors of client arrivals promptly so meetings start on time.
• Coordinate rooms across client appointments, team requests and walk-ins, always putting the client experience first.
• Open and prepare the office each morning, including lights and lobby and meeting room displays.
• Keep every meeting room stocked, tidy and client-ready, including whiteboards, seating and the refreshment setup.

Skills

Phone etiquette

Reception duties

Clerical skills

Professional presence

Attention to detail

Team player

Tools

Google Workspace

Microsoft Office

Job description

Omega Wealth Private Capital, LLC in Cincinnati is seeking a hospitality-driven receptionist/front desk professional. You will be the first face and voice clients meet, ensuring a warm, polished environment from welcome to departure.

Responsibilities include greeting visitors, coordinating meeting spaces, managing refreshments, and guiding clients through the onboarding experience. This role emphasizes client-centric service in a fast-paced office setting.