Client Experience Coordinator — Front Desk Leader

Advisor Talent Solutions

Guilford (CT)

On-site

USD 40,000 - 56,000

Full time

14 days+

Get more replies from employers

Send a job-specific resume in minutes.

Job summary

Advisor Talent Solutions is seeking a Front Desk / Client Service Coordinator for its Guilford, CT location. You will be the first point of contact for clients and visitors, ensuring calls are answered live, and that scheduling and communication run smoothly across the firm.

The role involves greeting guests, managing the main office inbox, coordinating appointments, and supporting advisors with scheduling and outreach.

Qualifications

Strong phone presence and professional demeanor.
Prior customer service/front desk/receptionist experience in a professional setting.
Excellent organization, attention to detail, and follow-through.
Ability to juggle phones, email, and in-person visitor needs.

Responsibilities

Serve as the first point of contact for all incoming calls to the firm.
Answer, screen, and route calls to Guilford and Denver teams, minimizing voicemail.
Greet clients and visitors with a professional, welcoming in-office experience.
Monitor and manage the main office email inbox and triage messages.
Handle scheduling requests via phone and email; schedule appointments.
Schedule client meetings for advisors using Outlook and the CRM (Redtail).
Call clients to confirm upcoming appointments 1–2 days prior.
Open and close the office each day and keep the front desk organized.
Provide general administrative and client-service support to the Guilford team.