Receptionist

Centurion Holdings LLC; Cheshire (CT); On-site; USD 40,000 - 48,000; Full time

Benefits offered by this job

Health Insurance

Bonus opportunities

Profit sharing

Paid time off

401(k) with employer match

Mental health days

Birthday off (paid)

Perk reimbursement

Professional development

Job summary

Centurion Holdings LLC in Connecticut seeks a warm, polished Client Concierge/Receptionist to be the welcoming face of our fast‑paced, client‑focused financial planning office. You’ll help ensure daily flow and support a high‑performing advisory team with a white‑glove client experience that sets our firm apart.

Greet clients, manage front desk duties, coordinate calendars, document interactions in the CRM, and assist advisors with essential administrative tasks.

Qualifications

• Experience in financial services is a plus but not required.
• Client-facing hospitality or receptionist experience is valued.
• Familiarity with CRM and scheduling software is beneficial.

Responsibilities

• Deliver service excellence following Ritz Carlton–level hospitality standards.
• Greet clients warmly and maintain a welcoming environment.
• Prepare personalized touches such as birthday cards and handwritten notes.
• Document all client interactions in the CRM system.
• Conduct light social media research to personalize engagement.
• Answer incoming calls and route clients as needed.
• Schedule appointments and manage calendars.
• Prepare professional correspondence.
• Process and scan checks, forms, and maintain mail logs.
• Assist advisors and team members with essential administrative tasks.

Skills

Excellent communication

Highly organized

Team player

Confidentiality

Customer service

Tools

CRM platforms

Microsoft Office

Teams

Job description

Position Summary

We are seeking a warm, polished, and highly organized Client Concierge / Receptionist to be the welcoming face of our fast‑paced, client‑focused financial planning office. In this role, you will be at the heart of our operations—ensuring seamless daily flow, supporting high‑performing advisory team, and delivering a white‑glove client experience that sets our firm apart.

Room to Grow

We believe in investing in our people. As you develop within this role, you’ll have the ability to take on more responsibilities, participate in professional development, and grow your career with a supportive and collaborative team that wants to see you succeed.

Key Responsibilities

Client Care & Front Desk Experience

• Deliver service excellence following Ritz Carlton–level hospitality standards.
• Greet clients warmly and maintain a welcoming environment.
• Prepare personalized touches such as birthday cards and handwritten notes.
• Document all client interactions in the CRM system.
• Conduct light social media research to personalize engagement.

Administrative & Office Support

• Answer incoming calls and route clients as needed.
• Schedule appointments and manage calendars.
• Prepare professional correspondence.
• Process and scan checks, forms, and maintain mail logs.
• Assist advisors and team members with essential administrative tasks.

Key Traits for Success

• Thrives in a collaborative, team‑driven environment and contributes positively to office culture.
• Highly goal‑oriented with a genuine desire to exceed expectations and deliver exceptional results.
• Exceptionally organized with a sharp eye for detail and a commitment to accuracy.
• Warm, professional, and polished communicator who creates a memorable client experience.
• Able to juggle multiple priorities with confidence in a fast‑paced, dynamic setting.
• Comfortable with technology and eager to learn new systems, including Microsoft Office, Teams, CRM platforms, and other digital tools.
• Demonstrates unwavering professionalism, confidentiality, and adherence to compliance standards.

Benefits

• Health Insurance to support your well‑being and peace of mind.
• Performance‑based bonus opportunities that reward your hard work and dedication.
• Profit‑sharing program - share in the success you help create.
• Generous paid time off to rest, recharge, and maintain a healthy work‑life balance.
• 401(k) with employer match to help you build a strong financial future.
• Dedicated Mental Health Days because your well‑being matters.
• Your birthday off (paid!) to celebrate the most important day of the year—yours.
• Perk reimbursement program for the little things that make life easier and more enjoyable.
• Ongoing professional development with opportunities to grow, learn, and advance your career.

Preferred Qualifications

• Previous experience in the financial services, banking, wealth management, insurance, or investment industry is a plus, but not required.
• Experience in a client-facing, hospitality, administrative, or receptionist role is highly valued.
• Familiarity with CRM systems, scheduling software, and Microsoft Office applications is beneficial.