Client Experience Lead — Front Desk & Office

RetireSimply®; Southlake (TX); Presencial; USD 70.000 - 80.000; Jornada completa

Descripción de la vacante

RetireSimply is hiring a Front Desk & Office Coordinator in Southlake, TX. You will be the first smile for clients, a steady voice on the phone, and the heartbeat of our Southlake office, creating a warm, welcoming retirement-planning experience.

Responsibilities include greeting clients, managing calendars across offices, and keeping the office inviting. The role supports events and team meetings with a proactive, guest-focused approach.

Formación

• A naturally upbeat, positive personality.
• A detail-oriented organizer who loves keeping things on track.
• Tech-savvy and adaptable — you’ll use Salesforce, Excel, Teams, and more.

Responsabilidades

• Greet clients with warmth and professionalism—in person and over the phone.
• Manage calendars across multiple offices to keep advisors moving forward.
• Ensure the office remains welcoming—from lobby to conference rooms.

Conocimientos

Customer service

Calendar management

Office coordination

Tech-savvy

Herramientas

Salesforce

Excel

Teams

Descripción del empleo

RetireSimply is hiring a Front Desk & Office Coordinator in Southlake, TX. You will be the first smile for clients, a steady voice on the phone, and the heartbeat of our Southlake office, creating a warm, welcoming retirement-planning experience.

Responsibilities include greeting clients, managing calendars across offices, and keeping the office inviting. The role supports events and team meetings with a proactive, guest-focused approach.