Front Desk & Client Experience Coordinator

SimplePath Retirement, LLC; Palm Harbor (FL); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Professional office environment

Growth potential

Job summary

SimplePath Retirement, LLC in Palm Harbor, FL, seeks a Front Desk & Client Experience Coordinator to be the voice and face of the firm. This in-office role supports front desk service, scheduling, and meeting preparation to deliver a polished client experience.

The ideal candidate is polished, dependable, and detail-oriented, with strong communication, CRM updates, and a passion for hospitality in a professional financial services setting.

Qualifications

• Previous front desk or client-facing experience preferred.
• Polished, professional communication is essential.
• Detail-oriented with strong organization and follow-through.

Responsibilities

• Support front desk service and phone calls, greet guests and manage inquiries.
• Coordinate scheduling, meet preparation, and CRM updates.
• Support client events and office presentation to ensure a high-standard client experience.
• Provide thoughtful relationship touches, cards, gifts, and refreshments as appropriate.

Skills

Customer service

Phone handling

Scheduling

Office etiquette

Tools

CRM software

Job description

Front Desk & Client Experience Coordinator

Palm Harbor, FL | Full-Time | In-Office

Are you the kind of person who notices the little things — the warm greeting, the polished meeting room, the thoughtful follow-up, the handwritten card, the perfect cup of coffee, and the details that make someone feel genuinely cared for?

At SimplePath Retirement, every interaction is part of the client experience. We are a growing retirement planning and wealth management firm in Palm Harbor, FL, known for high standards, meaningful client relationships, and a caring, professional approach to helping retirees and pre-retirees make confident financial decisions.

We are looking for a polished, caring, organized, and highly dependable Front Desk & Client Experience Coordinator to become the voice and face of our firm. This is a highly visible client experience and hospitality role where you will support front desk service, phone calls, scheduling, meeting preparation, office presentation, client appreciation, event support, CRM updates, and thoughtful relationship touches that make clients and prospective clients feel welcomed, remembered, and cared for.

This is not a remote role, a sales position, or a back-office bookkeeping, accounting, HR, or data-entry-focused position. While administrative accuracy is important, the primary focus is client experience, hospitality, professional communication, phones, scheduling, and front-office excellence.

This role is a great fit for someone who is:

• Caring, friendly, and energized by helping others feel welcome
• Polished, professional, and comfortable being the first point of contact
• Steady, organized, and dependable with strong follow-through
• Proud of creating a clean, beautiful, and high-standard office environment
• Detail-oriented and thoughtful with cards, gifts, refreshments, meeting rooms, and presentation
• Comfortable answering phones, greeting guests, confirming appointments, and supporting client events
• Able to keep accurate notes, follow processes, and maintain client information in a CRM
• Drawn to a professional, high-touch financial services office with meaningful client relationships
• Positive, team-oriented, and willing to jump in where needed

What we offer:

• Competitive salary and amazing benefits
• Performance-based bonuses and incentives
• A beautiful, professional office environment
• A highly visible role with growth potential as the firm expands
• See our Careers page for additional benefits and perks

If you love serving people, move with care and consistency, and want to be part of a firm that values excellence, authenticity, simplicity, stewardship, extreme ownership, and a calm, professional client experience, we would love to meet you.