Front Office Leader: Client Experience & Operations

Advisor Talent Solutions; Provo (UT); On-site; USD 70,000 - 75,000; Full time

Benefits offered by this job

Health stipend provided

Simple IRA

PTO

Holiday Pay

Job summary

Retirement Solutions in Provo, UT is seeking a Front Office Manager to lead day-to-day operations of the Front Office, coaching staff and driving process improvements. This onsite role is pivotal in delivering a consistent, professional client experience across departments.

The position requires 3+ years of people management, excellent organizational skills, and a proactive, client-focused mindset. On-site schedule Mon-Thu 8:30am–5:30pm and Fri 8:30am–3:00pm, with health stipend, Simple IRA, PTO

Qualifications

• 3+ years of people management experience.
• Proficiency with Microsoft Office Suite.
• Exceptional organizational skills and ability to handle multiple requests.
• Ability to adapt to a dynamic environment and embrace change.
• Positive attitude and willingness to learn.
• Proven ability to build strong client relationships and provide attentive service.
• Collaborative team player who can work independently.
• Demonstrates integrity and ethical conduct with confidential information.

Responsibilities

• Lead, coach, develop, and hold Front Office team members accountable.
• Ensure phones, visitors, scheduling, meeting rooms, and office readiness are handled on time.
• Maintain a welcoming, professional client experience.
• Manage Front Office workload, coverage, priorities, delegation, and capacity.
• Identify and solve recurring process, service, and workflow issues.
• Improve, simplify, standardize, delegate, automate, or eliminate work where appropriate.
• Own Front Office projects and complete them without repeated leadership follow-up.
• Oversee Front Office scorecard/KPI reviews and team meetings.

Skills

People management

Office software

Organization skills

Adaptability

Positive attitude

Client relationships

Team player

Self-motivated

Integrity

Education

High School Diploma

Job description

Retirement Solutions in Provo, UT is seeking a Front Office Manager to lead day-to-day operations of the Front Office, coaching staff and driving process improvements. This onsite role is pivotal in delivering a consistent, professional client experience across departments.

The position requires 3+ years of people management, excellent organizational skills, and a proactive, client-focused mindset. On-site schedule Mon-Thu 8:30am–5:30pm and Fri 8:30am–3:00pm, with health stipend, Simple IRA, PTO