Front Desk & Client Experience Specialist

Guerra Wealth Advisors; Miami (FL); Vor Ort; USD 40.000 - 70.000; Vollzeit

Benefits dieser Stelle

401(k) with company match

Health insurance

Vision and dental options

Long term and short term disability

20+ PTO days

Industry training and conference

Personal financial planning services

Bonus for certifications and licenses

Career advancement

Learning culture and growth plan

Zusammenfassung

Guerra Wealth Advisors, based in Miami, FL, seeks a Front Office First Impressions Receptionist to set the tone for every client encounter. You will greet clients, manage itineraries, and maintain a polished, client-ready office with beverages, welcome rituals, and event coordination.

The role emphasizes hospitality, organization, and teamwork, partnering with Advisors and the Wealth Management team while supporting daily operations in a dynamic, client-focused environment.

Qualifikationen

• 1+ years of reception, hospitality, or client service experience.
• Bilingual in English and Spanish (verbal and written).
• Warm, polished, and professional presence with excellent interpersonal skills.
• Strong organizational skills and ability to multitask in a fast-paced office.
• Proficiency in Google Workspace and comfort learning new systems.
• Reliable, punctual, and able to work in-office on a standard weekday schedule.
• Team-player mindset with a service-first attitude.

Aufgaben

• Prepare the office each morning, including lights, lobby and meeting room TVs, and the lobby video playlist.
• Review the daily schedules for Advisors and Wealth Management Associates in Salesforce and calendars to plan meeting room usage.
• Reserve offices strategically based on the day’s appointments, placing the best available office for discovery meetings.
• Print and place door signs for in-office meetings once the client arrives.
• Keep every meeting room client-ready, including whiteboards, markers, chairs, trash, and a stocked snack and welcome setup.
• Warmly greet every client, prospect, and visitor, confirming their name and who they are meeting with.
• Notify advisors promptly of client arrivals via team chat and in person, and help meetings start on time.
• Offer and serve beverages (espresso, cortadito, water, tea) on the designated tray and escort clients to their meeting room.
• Deliver the discovery meeting welcome experience, including the welcome gift box, and track gift inventory.
• Handle walk-in clients by greeting them, providing the intake form, and directing them to the right team member.
• Coordinate meeting room use across client appointments, team requests, and walk-ins, always prioritizing the client experience.
• Monitor office comfort, including temperature, and resolve issues quickly.
• Invite waiting clients to upcoming firm events, such as Black & Gold events and Financial Forums, when appropriate.
• Refresh door sign designs throughout the year to reflect seasons, holidays, and special occasions.

Kenntnisse

Bilingual English/Spanish

Customer service

Organizational skills

Team player

Google Workspace

Punctuality

Tools

CRM

Scheduling tools

Jobbeschreibung

Guerra Wealth Advisors, based in Miami, FL, seeks a Front Office First Impressions Receptionist to set the tone for every client encounter. You will greet clients, manage itineraries, and maintain a polished, client-ready office with beverages, welcome rituals, and event coordination.

The role emphasizes hospitality, organization, and teamwork, partnering with Advisors and the Wealth Management team while supporting daily operations in a dynamic, client-focused environment.