Client Experience Lead & Front Desk Pro — Health, 401k, PTO

Advisors Excel, LLC; Acushnet (MA); Sur place; USD 55 000 - 65 000; Plein temps

Avantages offerts par ce poste

Health insurance

401(k) with up to 4% match

PTO

Résumé du poste

Confidential in Acushnet, MA is seeking a Client Experience & Front Office Coordinator to be the first point of contact for clients and visitors, manage front office operations, and own the event lifecycle from planning to post-event follow-up.

The role emphasizes exceptional client service, calendar coordination, and close collaboration with advisors. In-office presence is required, with occasional evening events and marketing support included.

Qualifications

• 1+ year of experience in a professional office environment.
• Warm and professional phone presence.
• Strong proficiency across platforms and operating systems.
• Ability to build trust-based client relationships with attentive service.
• Strong written and verbal communication skills.
• Collaborative team player.
• Excellent organizational skills and multi-tasking ability.
• Meticulous attention to detail.
• Self-starter who works well independently.

Responsabilités

• Serve as the first point of contact for clients, prospects, and visitors, creating a welcoming and professional experience.
• Answer incoming calls, direct inquiries, and accurately document conversations in Wealthbox.
• Maintain a clean, organized lobby and conference rooms, including preparing refreshments.
• Deliver world-class service through attentive, professional, and timely communication.
• Coordinate appointment confirmations, client meeting reminders, and general scheduling support.
• Prepare for client meetings and ensure a seamless client experience.
• Maintain accurate, organized electronic filing systems and office records.
• Enter new prospects into Wealthbox and maintain client/prospect information.
• Update Wealthbox with client interactions and follow-up activities.
• Support advisors and team with day-to-day administrative tasks.
• Identify opportunities to improve office organization and workflows.
• Assist with client events, workshops, seminars, and webinars.
• Prepare marketing materials and event-related correspondence.
• Coordinate event registrations and CRM entry for prospects.
• Attend occasional evening events to support the team.

Connaissances

Office experience

CRM familiarity

Client service

Communication

Team collaboration

Organizational skills

Attention to detail

Independent worker

Outils

Wealthbox CRM

Description du poste

Confidential in Acushnet, MA is seeking a Client Experience & Front Office Coordinator to be the first point of contact for clients and visitors, manage front office operations, and own the event lifecycle from planning to post-event follow-up.

The role emphasizes exceptional client service, calendar coordination, and close collaboration with advisors. In-office presence is required, with occasional evening events and marketing support included.