Client Experience Lead: Front Desk & Hospitality

Horter Investment Management; Columbus (OH); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

401(k) with matching

Dental/Health/Vision Insurance

Paid Time Off/Parental Leave

Job summary

Horter Investment Management in Columbus, OH is seeking a proactive Client Relations Specialist to welcome clients and manage front-desk operations with professional hospitality. You will coordinate day-to-day activities, support seminars, and ensure a seamless client experience from arrival through departure.

The role requires 2+ years in reception or client-facing settings, strong organizational skills, and proficiency with Microsoft 365 / Google Workspace and CRM systems.

Qualifications

• 2+ years in reception, client services, hospitality, or a similar client-facing role.
• Demonstrated ability to provide warm, professional, and highly attentive client service.
• Strong organizational skills and exceptional attention to detail.
• Ability to manage multiple priorities and frequent interruptions while maintaining composure and accuracy.
• Demonstrated initiative and sound judgment, with the ability to work independently within established guidelines.
• Strong interpersonal and communication skills, with the ability to build rapport and remember client preferences and details.
• High level of discretion and professionalism when handling confidential client information.
• Proficiency with Microsoft 365 / Google Workspace and comfort working with calendars and CRM systems.

Responsibilities

• Greet and host every client with warmth and professionalism.
• Anticipate client needs, assist with seating and refreshments, and notify advisors of arrivals.
• Maintain a polished reception experience from arrival to departure.
• Serve as the professional first point of contact by phone.
• Resolve routine requests independently and route complex matters appropriately.
• Maintain high standards of responsiveness and professionalism in client communications.
• Manage conference room calendars, scheduling, and turnover.
• Ensure conference rooms are clean, stocked, and prepared for meetings.
• Monitor hospitality supplies and address needs proactively.
• Maintain accurate meeting logs and CRM notes.
• Ensure client information and meeting details are documented and accessible to the team.
• Receive, scan, log, and route client documents; handle confidential information per procedures.
• Provide day-of hospitality and administrative support for seminars and client events.
• Manage guest check-in and name recognition, ensuring attendees feel welcomed.
• Contribute to creating a positive, professional first impression for prospective and existing clients.
• Support the Client Relationship Manager in delivering a consistent client experience from first seminar through onboarding and beyond.
• Execute client touchpoints and share timely observations from day-to-day interactions.
• Serve as an in-person extension of the client relationship strategy.

Skills

Reception experience

Client service

Hospitality

Organizational skills

Microsoft 365

Google Workspace

CRM software

Tools

CRM systems

Calendar management

Job description

Horter Investment Management in Columbus, OH is seeking a proactive Client Relations Specialist to welcome clients and manage front-desk operations with professional hospitality. You will coordinate day-to-day activities, support seminars, and ensure a seamless client experience from arrival through departure.

The role requires 2+ years in reception or client-facing settings, strong organizational skills, and proficiency with Microsoft 365 / Google Workspace and CRM systems.