Front Office & Client Experience Coordinator

Advisor Talent Solutions; Acushnet (MA); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

401(k) with up to 4% match

PTO

Job summary

Confidential in Acushnet, MA is seeking a Client Experience & Front Office Coordinator to deliver welcoming, professional service. You will manage front desk duties, CRM entries in Wealthbox, and day-to-day administrative tasks to ensure a seamless client experience.

The role involves scheduling, event support, and collaboration with advisors, with occasional evening workshops; salary ranges $55k-$65k plus health, dental, 401(k), and PTO.

Qualifications

• 1+ year of experience in a professional office environment.
• Warm and professional phone presence.
• Proficient across various platforms and operating systems.
• Strong written and verbal communication skills.
• Meticulous organizational skills and attention to detail.
• Self-starter who works well independently.

Responsibilities

• Serve as the first point of contact for clients and visitors, ensuring a welcoming experience.
• Document conversations in Wealthbox and manage CRM entries.
• Maintain a clean, organized lobby and meeting spaces.
• Coordinate appointments, confirmations and reminders.
• Enter prospects and manage client data in Wealthbox.
• Support advisors with day-to-day administrative tasks.
• Assist with client events, workshops and webinars.
• Prepare marketing materials and event-related correspondence.
• Support social media efforts and post-event follow-up.

Skills

Phone presence

Communication

Organization

Independence

Team player

Tools

Wealthbox CRM

Job description

Confidential in Acushnet, MA is seeking a Client Experience & Front Office Coordinator to deliver welcoming, professional service. You will manage front desk duties, CRM entries in Wealthbox, and day-to-day administrative tasks to ensure a seamless client experience.

The role involves scheduling, event support, and collaboration with advisors, with occasional evening workshops; salary ranges $55k-$65k plus health, dental, 401(k), and PTO.