Client Experience Specialist – Front Desk

The Well; Baltimore (MD); Vor Ort; USD 60.000 - 70.000; Vollzeit

Benefits dieser Stelle

Bonus: financial services experience

Zusammenfassung

The Well in Baltimore, MD is seeking a polished front desk professional to be the first face clients see and the heart of their experience. This full-time, in-office role supports a two-person front office team and helps keep the office running smoothly.

You will welcome guests, manage phones, schedule appointments, maintain CRM data in Lead Center, assemble client materials, and coordinate with your teammate to cover front desk during breaks and busy seminar seasons.

Qualifikationen

• 3+ years of professional experience in a front office, administrative role.
• Comfort with Microsoft Office, Google Workspace and CRM systems, or the ability to learn new tools quickly.
• A professional, presentable office presence.
• Bonus: experience in a financial services office.
• A beautiful, newly expanded 10,000 sq ft office.

Aufgaben

• Welcome every guest. Greet clients warmly and guide them to the right team member.
• Run the phones. Answer incoming calls professionally and route them to the right person.
• Manage the appointment flow. Schedule and confirm follow-up appointments and annual reviews for clients who have visited the office.
• Keep our CRM accurate. Enter client information and seminar intake sheets into Lead Center CRM promptly and carefully.
• Prepare client materials. Assemble professional client books and coordinate our regular mailings.
• Own the front office. Keep the reception area and conference rooms spotless and guest-ready. Order supplies and keep things organized.
• Partner with your teammate. Work with the other front office team member so coverage is provided at all times.

Kenntnisse

Front office experience

Communication skills

CRM systems proficiency

Office software proficiency

Tools

Lead Center CRM

Microsoft Office

Google Workspace

Jobbeschreibung

The Well in Baltimore, MD is seeking a polished front desk professional to be the first face clients see and the heart of their experience. This full-time, in-office role supports a two-person front office team and helps keep the office running smoothly.

You will welcome guests, manage phones, schedule appointments, maintain CRM data in Lead Center, assemble client materials, and coordinate with your teammate to cover front desk during breaks and busy seminar seasons.