Client Experience Advocate- Receptionist

Carson Group•Irvine, CA

11d•Onsite

About The Position

We are looking for a Client Experience Advocate- Receptionist to deliver an exceptional first impression through professional, friendly, and timely communication across phone, email, text, and in-person interactions. This role will manage front desk operations, including scheduling, mail, payments, and office readiness, to maintain an organized and welcoming environment. The Client Experience Advocate will also support client onboarding and administrative processes while leveraging core systems to enhance efficiency and overall satisfaction.

Requirements

High school diploma or equivalent required.
Polished, professional presence and excellent interpersonal skills required.
Extraordinary client service orientation with a positive, solutions-focused mindset required.
Strong organization, time management, and attention to detail required.
Proficiency with common office software and ability to learn new systems quickly required.
Genuine interest in serving and caring for others required.

Nice To Haves

Associate degree in business, communications, hospitality, or related field preferred.
Minimum of two years of experience in a professional office or client-facing environment preferred.
Experience with CRM, scheduling, or communication platforms preferred.

Responsibilities

Greet and assist clients, prospects, vendors, and employees in person and via phone, email, and text.
Ensure the lobby and conference rooms are prepared for meetings, maintaining cleanliness, comfort, and professionalism.
Manage phone greetings, call routing, and scheduling support to create seamless, high-quality interactions from arrival to departure.
Oversee daily office operations, including sorting and distributing mail and packages, maintaining supplies, and ensuring overall office readiness.
Coordinate maintenance or cleaning needs as necessary.
Maintain organized records and safeguard confidential information in accordance with company policies.
Maintain and train others on key systems, including CRM, scheduling tools, phone systems, e-fax, and SMS platforms.
Create and update templates, checklists, and SOPs to improve accuracy, consistency, and efficiency.
Identify opportunities to enhance communication, service delivery, and front-office processes through technology and innovation.
Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives.