Client Experience Front Desk Specialist - Financial Services

Empower Wealth & Tax PLLC; Cedar Park (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

Empower Wealth & Tax PLLC in Cedar Park, TX is seeking a full-time on-site Receptionist to warmly greet clients and visitors, manage multi-line calls, and direct inquiries to the appropriate team. You will schedule and confirm appointments, maintain a welcoming front desk, perform data entry, filing, and mail distribution, and support the advisory team with routine administrative tasks ensuring accurate client records.

A professional, courteous demeanor is essential.

Qualifications

• Strong customer service and communication skills to interact professionally with clients, visitors, and team members.
• Demonstrated phone etiquette and experience handling multi-line phone systems and directing calls efficiently.
• Proficiency with receptionist duties, including greeting guests, managing appointments, and coordinating front desk activities.
• Solid clerical skills, such as data entry, filing, document organization, and basic office software proficiency (e.g., Microsoft Office).
• High attention to detail, reliability, and the ability to manage multiple tasks in a fast-paced environment.
• Prior experience in a professional office setting, preferably in financial services or a client-focused industry, is beneficial.
• High school diploma or equivalent required; additional administrative or office training is a plus.

Responsibilities

• Greeting clients and visitors, managing incoming phone calls, and directing inquiries to the appropriate team members.
• Scheduling and confirming appointments, maintaining a tidy and welcoming reception area.
• Handling basic clerical tasks such as data entry, filing, and mail distribution.
• Supporting the advisory team with administrative tasks and ensuring accurate client information.
• Providing a professional, courteous client experience and maintaining a calm front office environment.

Skills

Customer service

Phone etiquette

Front desk duties

Data entry

Attention to detail

Reliability

Multi-tasking

Financial services familiarity

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Empower Wealth & Tax PLLC in Cedar Park, TX is seeking a full-time on-site Receptionist to warmly greet clients and visitors, manage multi-line calls, and direct inquiries to the appropriate team. You will schedule and confirm appointments, maintain a welcoming front desk, perform data entry, filing, and mail distribution, and support the advisory team with routine administrative tasks ensuring accurate client records.

A professional, courteous demeanor is essential.