Client Experience Front Desk Coordinator

Advisor Talent Solutions

Guilford (CT)

On-site

USD 42,000 - 54,000

Full time

14 days+

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Job summary

Advisor Talent Solutions is seeking a Front Desk / Client Service Coordinator in Guilford, CT. The role centers on being the first contact for clients and visitors, handling live calls, and maintaining a welcoming, organized front office.

Key duties include scheduling with Outlook and Redtail CRM, routing inquiries, and supporting advisors and staff in a small, close-knit team environment. Ideal candidates are organized, professional, and service-oriented.

Qualifications

  • Experience in front desk or client-facing role in a professional setting.
  • Proficient with Outlook for calendar and email management.

Responsibilities

  • Serve as the first point of contact for calls and in-person visits.
  • Schedule client meetings using Outlook and the CRM (Redtail).
  • Greet clients, manage the front desk, and ensure a welcoming office environment.
  • Triages and routes email inquiries to the appropriate team members.

Skills

Phone presence
Customer service
Organization
Communication
Outlook
CRM
Teamwork

Tools

CRM (Redtail)
Microsoft Teams
VoIP systems

Job description

Advisor Talent Solutions is seeking a Front Desk / Client Service Coordinator in Guilford, CT. The role centers on being the first contact for clients and visitors, handling live calls, and maintaining a welcoming, organized front office.

Key duties include scheduling with Outlook and Redtail CRM, routing inquiries, and supporting advisors and staff in a small, close-knit team environment. Ideal candidates are organized, professional, and service-oriented.

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