We are seeking a confident, relationship-driven Client Relations & First Impressions Specialist to own first impressions, accelerate prospect momentum, and drive consultation flow. This is not a passive front desk role. This is a high-energy, high-visibility position that sits at the center of relationship building and firm growth. You will be the first voice and face of our firm — responding quickly to inbound leads, confidently making outbound follow-up calls, hosting events, and guiding warm prospects toward scheduling consultations. You will operate at the intersection of hospitality, organization, and conversion — delivering a polished, white-glove experience while ensuring our office environment reflects the highest of standards and no opportunity slips through the cracks. You will play a direct role in ensuring our advisors’ calendars stay full and our prospect pipeline continues moving forward.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed