Client Experience & Front Desk Coordinator

WG Financial Group; Brentwood (TN); On-site; USD 32,000 - 52,000; Full time

Job summary

WG Financial Group seeks a Front Desk/First Impressions Coordinator in Brentwood to ensure a warm, professional welcome for clients and prospects. You will manage phones, scheduling, and reception logistics while supporting advisors and the marketing team.

Ideal candidates bring a friendly, organized demeanor, strong communication skills, and at least one year of front-office experience in a busy advisory environment.

Qualifications

• High school diploma required; some college preferred.
• At least 1 year of experience in a support role.
• Strong phone and communication skills.
• Professional appearance and team-oriented mindset.
• Ability to work in a busy advisory office.

Responsibilities

• Greet clients and guests warmly and professionally, in person and by phone.
• Monitor client chat line to ensure timely responses from the team.
• Manage incoming calls, emails, and inquiries with accuracy and discretion.
• Maintain a welcoming and organized reception area.
• Schedule appointments and assist with calendar coordination for advisors.
• Provide administrative support to team members as needed.
• Assist with client events, meetings, and office coordination.
• Handle confidential information with professionalism and care.
• Assist the marketing team with event preparation.
• Manage drinks and snacks for clients and staff.
• Order and manage office supplies; sort and distribute mail.
• Assist with copy/scanning; handle outgoing mail and errands.
• Filing when needed.

Skills

Excellent phone skills

Detail oriented

Professional appearance

Team collaboration

High school degree

Some college preferred

1 year experience in a support role

Education

High School Diploma

Job description

WG Financial Group seeks a Front Desk/First Impressions Coordinator in Brentwood to ensure a warm, professional welcome for clients and prospects. You will manage phones, scheduling, and reception logistics while supporting advisors and the marketing team.

Ideal candidates bring a friendly, organized demeanor, strong communication skills, and at least one year of front-office experience in a busy advisory environment.