Carson Group · 1 month ago
Client Experience Advocate
Milton, GA 30004, USA
Full-time
Onsite
Entry Level
$41K/yr - $66K/yr
2+ years expCarson Group is a financial services company dedicated to putting the client first and providing value through trust and professionalism. They are seeking a Client Experience Advocate to manage front desk operations, coordinate client engagement efforts, and support client onboarding processes to enhance overall satisfaction.
AdviceEducationFinancial ServicesMarketing
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
Post client check payments accurately and coordinate maintenance or cleaning needs as necessary
Maintain organized records and safeguard confidential information in accordance with company policies
Plan and execute client and employee engagement activities such as events, celebrations, and recognition efforts
Coordinate client appreciation initiatives including cards, gifts, and milestone outreach to strengthen relationships and enhance community engagement
Partner with approved vendors to source, order, and track items while adhering to budget and quality standards
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
Assist with onboarding for new clients, ensuring smooth transitions and proactive communication
Respond to client inquiries, support documentation needs, and collaborate with internal partners to deliver consistent, high-quality service and a positive first impression
Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives
Qualification
Required
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
Preferred
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
Two-three years of event management experience is preferred
Interest and experience in social media are preferred
Benefits
401(k) plus matching
Health benefits
PTO
Parental Leave
Sabbatical Leave
Medical
Dental
Vision
Health Savings Accounts
Flexible Spending Accounts
Life and AD&D Insurance
Short and Long-Term Disability
Work/Life Benefits
Holistic Wellbeing Programs
Company
Carson Group
Carson Group serves financial advisors and investors through its businesses.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Bain Capital
2021-07-14Private Equity
Leadership Team
L
Liz Fishbaugh
Vice President, Business Development
Danielle Fava
Chief Strategy Officer (CSO)
Recent News
2026-01-17
GlobeNewswire
2026-01-16
2026-01-13
Company data provided by crunchbase