Client Experience Specialist

Carson Wealth; Columbia (MD); On-site; USD 53,000 - 65,000; Full time

Benefits offered by this job

401(k) with company matching

Health benefits

Paid time off

Job summary

Carson Wealth is seeking a proactive Office & Client Experience Coordinator to greet clients, manage front desk operations, and coordinate events. You will support onboarding, maintain CRM data, and assist advisors with daily admin tasks.

Responsibilities include client communications across channels, scheduling, and ensuring a welcoming office environment. The role emphasizes organized workflows, process improvements, and collaboration with internal teams.

Qualifications

• Two+ years in a professional office or client-facing environment preferred.
• Polished, professional presence with excellent interpersonal skills.
• Strong organizational and time-management abilities.
• Proficiency with common office software and ability to learn new systems quickly.
• Experience with CRM, scheduling, or communication platforms preferred.

Responsibilities

• Greet and assist clients, prospects, vendors, and employees in person, by phone, email, and text.
• Manage front office operations including calls, appointments, conference rooms, and reception areas.
• Coordinate client engagement efforts such as events, gifts, and communications.
• Support client onboarding and administrative processes across core systems.
• Maintain CRM data accuracy and file documentation, ensuring confidentiality.
• Plan and execute marketing initiatives and event logistics.
• Develop templates, SOPs, and training resources to improve efficiency.
• Perform additional duties to support office and advisor needs.

Skills

Front desk operations

Client communication

CRM systems

Event coordination

Data management

Office administration

Microsoft Office

Education

Associate degree in business

High school diploma

Tools

Salesforce

Scheduling platforms

Office software

Job description

Carson Wealth is seeking a proactive Office & Client Experience Coordinator to greet clients, manage front desk operations, and coordinate events. You will support onboarding, maintain CRM data, and assist advisors with daily admin tasks.

Responsibilities include client communications across channels, scheduling, and ensuring a welcoming office environment. The role emphasizes organized workflows, process improvements, and collaboration with internal teams.