Client Experience Lead — Office Operations

Strategic Wealth Designers; Atlanta (GA); On-site; USD 58,000 - 62,000; Full time

Benefits offered by this job

Medical, Dental & Vision plans withAnc

401(k) employer match

Professional development budget $2,500

Paid time off & holidays

Job summary

Strategic Wealth Designers is seeking a Front Office Leader in Atlanta to own the client experience engine, greet clients, manage calendar accuracy, and ensure flawless meeting logistics. You will support office operations, CRM data integrity, and smooth events, playing a critical role in client trust and firm growth.

The role emphasizes ownership, organization, and proactive problem-solving in a fast-paced financial services environment, with a competitive compensation package.

Qualifications

• 2+ years of customer service or fast-paced, detail-oriented environment
• Strong organizational and time management skills
• High attention to detail with minimal error tolerance
• Strong written and verbal communication skills
• Ability to manage multiple priorities without constant supervision
• Proficiency in Microsoft Office Suite
• Comfort handling inbound calls professionally
• Experience with CRM systems preferred

Responsibilities

• Greet clients and prospects with professionalism, warmth and care
• Deliver a consistent “wow” hospitality experience
• Ensure Zoom links and meeting logistics are flawless
• Answer and route calls with confidence and clarity
• Respond to client communication promptly and professionally and within SLA
• Schedule annual Strategy Updates and support follow-up cadence
• Maintain a clean, accurate team calendar
• Maintain office appearance and meeting room readiness
• Manage mail, scanning, and data entry with precision
• Oversee inventory, hospitality items, and office supplies
• Coordinate lunches and hospitality for team and client meetings
• Support in-office events and training sessions
• Serve as point person for office equipment and logistics
• Process dictations and ensure accurate CRM entry
• Research and organize prospect data in CRM

Skills

Customer service

Organization

Attention to detail

Written & verbal communication

Multitasking

Call handling

CRM familiarity

Tools

CRM systems

Microsoft Office Suite

Job description

Strategic Wealth Designers is seeking a Front Office Leader in Atlanta to own the client experience engine, greet clients, manage calendar accuracy, and ensure flawless meeting logistics. You will support office operations, CRM data integrity, and smooth events, playing a critical role in client trust and firm growth.

The role emphasizes ownership, organization, and proactive problem-solving in a fast-paced financial services environment, with a competitive compensation package.