Front Office & Client Experience Coordinator

RetireSimply®; Southlake (TX); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Benefits package

Job summary

RetireSimply in Southlake is seeking a Front Desk & Office Coordinator to be the first smile clients see and the steady voice on the phone. This role blends warm client service with practical operations to keep the office running smoothly.

You will manage calendars across multiple offices, support events and seminars, and help create a welcoming environment from lobby to conference rooms. A positive, proactive teammate who is comfortable with Salesforce, Excel, and Teams fits best.

Qualifications

• Friendly, upbeat, and personable.
• Detail-oriented organizer with strong multitasking skills.
• Proactive team player who can adapt to a fast-paced office.

Responsibilities

• Greet clients with warmth and professionalism in person and on the phone.
• Manage calendars across multiple offices to keep plans moving smoothly.
• Ensure the office feels welcoming from lobby to conference rooms.
• Support client events, team meetings, and live seminars.
• Anticipate needs, solve problems, and keep daily operations flowing.

Tools

Salesforce

Excel

Teams

Job description

RetireSimply in Southlake is seeking a Front Desk & Office Coordinator to be the first smile clients see and the steady voice on the phone. This role blends warm client service with practical operations to keep the office running smoothly.

You will manage calendars across multiple offices, support events and seminars, and help create a welcoming environment from lobby to conference rooms. A positive, proactive teammate who is comfortable with Salesforce, Excel, and Teams fits best.