Front Office Director: Client Experience & Operations

Summit Wealth Group; Nashville (TN); On-site; USD 38,000 - 48,000; Full time

Benefits offered by this job

ICHRA Allowance

Dental insurance

Group Life

Vision

Short-term disability

Cancer coverage

Hospital indemnity

401k

Holiday/PTO/Sick time

Continuing Education support

Job summary

Summit Wealth Group in Nashville, TN seeks a versatile Director of First Impressions to lead front-office operations and deliver exceptional client experiences. You will greet clients, manage scheduling, and coordinate events in a fast-paced, professional setting.

The role combines hospitality, client service, and team support with emphasis on accuracy, discretion, and compliance awareness within financial services.

Qualifications

• High school diploma or equivalent required; associate or bachelor’s degree preferred.
• Minimum 2–3 years of administration, reception, or client service experience.
• Experience in event coordination and/or financial services is a plus.
• Excellent verbal and written communication skills.
• Strong organizational and multitasking abilities.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Professional demeanor with a client-first mindset.
• Ability to handle confidential information with discretion.
• Positive, adaptable, and team-oriented approach.

Responsibilities

• Greet clients, guests, and team members with warmth and professionalism.
• Serve as first contact in person, phone, and email; handle inquiries promptly.
• Create a welcoming, professional environment reflecting firm values.
• Anticipate client and advisor needs; provide proactive support.
• Manage calendars, schedule meetings, and coordinate advisor logistics.
• Maintain office operations, supplies, vendors, and facilities.
• Process client account checks with accuracy and compliance.
• Support compliance through document management and recordkeeping.
• Assist with client events, onboarding, and team activities.
• Provide admin support across departments; escalate issues when needed.
• Ensure activities comply with company policies and procedures.

Skills

Verbal communication

Written communication

Organizational skills

MS Office

Professional demeanor

Client-first mindset

Discretion

Team-oriented

Education

High school diploma or equivalent

Associate or Bachelor's degree preferred

Tools

Microsoft Office Suite

Outlook

Job description

Summit Wealth Group in Nashville, TN seeks a versatile Director of First Impressions to lead front-office operations and deliver exceptional client experiences. You will greet clients, manage scheduling, and coordinate events in a fast-paced, professional setting.

The role combines hospitality, client service, and team support with emphasis on accuracy, discretion, and compliance awareness within financial services.