Client Experience & Front Desk Specialist

SimplePath Retirement, LLC; Palm Harbor (FL); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Professional office environment

Growth potential

Job summary

SimplePath Retirement, LLC in Palm Harbor, FL, seeks a Front Desk & Client Experience Coordinator to be the voice and face of the firm. This in-office role supports front desk service, scheduling, and meeting preparation to deliver a polished client experience.

The ideal candidate is polished, dependable, and detail-oriented, with strong communication, CRM updates, and a passion for hospitality in a professional financial services setting.

Qualifications

• Previous front desk or client-facing experience preferred.
• Polished, professional communication is essential.
• Detail-oriented with strong organization and follow-through.

Responsibilities

• Support front desk service and phone calls, greet guests and manage inquiries.
• Coordinate scheduling, meet preparation, and CRM updates.
• Support client events and office presentation to ensure a high-standard client experience.
• Provide thoughtful relationship touches, cards, gifts, and refreshments as appropriate.

Skills

Customer service

Phone handling

Scheduling

Office etiquette

Tools

CRM software

Job description

SimplePath Retirement, LLC in Palm Harbor, FL, seeks a Front Desk & Client Experience Coordinator to be the voice and face of the firm. This in-office role supports front desk service, scheduling, and meeting preparation to deliver a polished client experience.

The ideal candidate is polished, dependable, and detail-oriented, with strong communication, CRM updates, and a passion for hospitality in a professional financial services setting.