Director of Client Experience & Front Desk

Capital A Wealth Management, LLC; Cranberry Township (Butler County); On-site; USD 42,000 - 64,000; Full time

Job summary

Capital A is seeking a warm, polished Director of First Impressions to join our Cranberry Township office. This role blends hospitality, scheduling, and administrative support to create an exceptional client experience.

Responsibilities include greeting clients, coordinating advisor appointments, managing calls, and maintaining a professional reception. Proficiency with Salesforce and RingCentral is highly valued, with growth opportunities in a growing wealth management firm.

Qualifications

• Prior experience in a high-touch client service environment is preferred.
• Strong organization, attention to detail, and ability to manage multiple priorities.
• Comfort with technology and ability to learn new systems quickly.
• Ability to maintain confidentiality and professional discretion.
• Excellent communication and hospitality mindset.

Responsibilities

• Serve as a welcoming first point of contact for clients, visitors, and partners.
• Greet clients and ensure needs are anticipated and addressed during visits.
• Maintain a polished reception area and prepare meeting spaces for client meetings.
• Coordinate advisor appointments and manage scheduling within Salesforce.
• Answer calls promptly using RingCentral and route to appropriate team members.
• Assist with administrative tasks, mail, and office supplies.
• Support events and client communications to strengthen relationships.
• Maintain client information and appointments across Salesforce and office systems.

Skills

Client experience

Scheduling

Office coordination

Administrative support

Phone handling

Salesforce

RingCentral

Microsoft Office

Event coordination

Hospitality

Tools

Salesforce

RingCentral

Microsoft Outlook

Microsoft Word

Microsoft Excel

Microsoft Teams

Microsoft Bookings

Job description

Capital A is seeking a warm, polished Director of First Impressions to join our Cranberry Township office. This role blends hospitality, scheduling, and administrative support to create an exceptional client experience.

Responsibilities include greeting clients, coordinating advisor appointments, managing calls, and maintaining a professional reception. Proficiency with Salesforce and RingCentral is highly valued, with growth opportunities in a growing wealth management firm.