Front Desk Receptionist - Client Care
Client Care & Front Desk Receptionist: Location: Las Vegas, NV (Sahara Office - In-office) Type: Full-time (Temp-to-Permanent) Schedule: Monday through Friday, 40 hours a week (9a-5p) Who We Are We are a growing boutique financial planning firm headquartered in Scottsdale, Arizona, with a branch office in Las Vegas. We help people approaching or in retirement protect their income, plan their legacy, and navigate Medicare so they can live comfortably and leave something behind for the people they love. We aren't a massive corporate firm. We're a tight-knit team that builds real, lasting relationships with the people we serve. Our clients trust us with their life savings, their peace of mind, and their family's future. We are in the middle of an exciting growth chapter and need someone who loves being on the phone, loves helping people, and wants to be part of building our Las Vegas presence. The Role You are the voice and face of our Las Vegas office. We are looking for someone with a stable, highly personable, the kind of person who wants to greet clients with a hug and asks about their families. In the past, clients have come into the office just to see our front desk staff, and we want to maintain that incredible level of care. This is a phone-heavy role. You will spend the majority of your day on the phone—answering inbound calls, making confirmation calls, following up with clients, and making sure everyone feels welcomed and valued. While based in Las Vegas, you will be part of a shared phone pool that handles calls for all ARA clients nationwide, coordinating daily with our Scottsdale team. What You'll Do Every Day Phones (This Is the Job) Answer every inbound call with warmth, patience, and professionalism, routing calls appropriately. Make pre-meeting confirmation calls to verify attendees, check for missing documents, and answer basic expectations. Make follow-up calls after meetings and take clear notes on every interaction. Help clients troubleshoot joining Zoom for virtual appointments. Handle Medicare questions, rate increase inquiries, and general client concerns. Front Desk & Client Experience Welcome every client who walks through the door, checking them in and directing them to the appropriate advisor. Manage the appointment board and gracefully handle walk-ins. Appointment & Document Management Book and adjust appointments correctly in Salesforce, coordinating with the Scottsdale office on shared calendars. Print meeting notes, ensure Scope of Appointment (SOA) documents are in the system, and prepare retirement workbooks. Label and store documents properly in Box, handle scanning/copying/faxing, and process physical mail. Who You Are Must-haves: Unmatched Warmth & Empathy: You have a welcoming, caring personality and genuinely enjoy being on the phone with people. Clients can hear the difference. Patience: Our clients are primarily retirees who may not be tech-savvy. They want to feel heard, not rushed. Organization & Reliability: You can handle a busy phone with multiple calls, walk-ins, and advisor needs happening simultaneously without losing your composure. You follow through and take meticulous notes. Clean Background: You must be able to pass a background check; candidates cannot have any federal issues or felonies (minor traffic violations are exempt). (Note: Bilingual skills are not required for this specific clientele). Nice-to-haves: Experience in a medical, insurance, or financial services office. Familiarity with Salesforce, Google Suite, or CRM systems. Life & Health insurance license (or a willingness to obtain one with our support). What We Offer Compensation: $50,000–$55,000 base salary (dependent on experience). Bonuses: Performance bonus structure tied to your metrics (client retention, satisfaction, show rates). Benefits: Health insurance packages are available (potentially structured through a leasing agreement during the temp-to-perm phase). Environment: A transparent system, a team that genuinely cares, and support to obtain your Life & Health insurance license if needed. Once hired by PrideStaff you will be required to submit a 2-3 minute video, see details below. Before we schedule an interview, we'd love to see a casual 30-second to 2-minute video of you, recorded on your phone. Because this is a phone-first role, we want to hear your voice and see your personality. Candidates who send a video will be prioritized. Answer one or two of the following prompts in your video: "Why does this role interest you? What about it made you say 'that's me'?" "Tell us about a time you helped someone on the phone who was confused or frustrated." "What does great client care look like to you?" Client Care & Front Desk Receptionist: Location: Las Vegas, NV (Sahara Office - In-office) Type: Full-time (Temp-to-Permanent) Schedule: Monday through Friday, 40 hours a week (9a-5p) Who We Are We are a growing boutique financial planning firm headquartered in Scottsdale, Arizona, with a branch office in Las Vegas. We help people approaching or in retirement protect their income, plan their legacy, and navigate Medicare so they can live comfortably and leave something behind for the people they love. We aren't a massive corporate firm. We're a tight-knit team that builds real, lasting relationships with the people we serve. Our clients trust us with their life savings, their peace of mind, and their family's future. We are in the middle of an exciting growth chapter and need someone who loves being on the phone, loves helping people, and wants to be part of building our Las Vegas presence. The Role You are the voice and face of our Las Vegas office. We are looking for someone with a stable, highly personable, the kind of person who wants to greet clients with a hug and asks about their families. In the past, clients have come into the office just to see our front desk staff, and we want to maintain that incredible level of care. This is a phone-heavy role. You will spend the majority of your day on the phone—answering inbound calls, making confirmation calls, following up with clients, and making sure everyone feels welcomed and valued. While based in Las Vegas, you will be part of a shared phone pool that handles calls for all ARA clients nationwide, coordinating daily with our Scottsdale team. What You'll Do Every Day Phones (This Is the Job) Answer every inbound call with warmth, patience, and professionalism, routing calls appropriately. Make pre-meeting confirmation calls to verify attendees, check for missing documents, and answer basic expectations. Make follow-up calls after meetings and take clear notes on every interaction. Help clients troubleshoot joining Zoom for virtual appointments. Handle Medicare questions, rate increase inquiries, and general client concerns. Front Desk & Client Experience Welcome every client who walks through the door, checking them in and directing them to the appropriate advisor. Manage the appointment board and gracefully handle walk-ins. Appointment & Document Management Book and adjust appointments correctly in Salesforce, coordinating with the Scottsdale office on shared calendars. Print meeting notes, ensure Scope of Appointment (SOA) documents are in the system, and prepare retirement workbooks. Label and store documents properly in Box, handle scanning/copying/faxing, and process physical mail. Who You Are Must-haves: Unmatched Warmth & Empathy: You have a welcoming, caring personality and genuinely enjoy being on the phone with people. Clients can hear the difference. Patience: Our clients are primarily retirees who may not be tech-savvy. They want to feel heard, not rushed. Organization & Reliability: You can handle a busy phone with multiple calls, walk-ins, and advisor needs happening simultaneously without losing your composure. You follow through and take meticulous notes. Clean Background: You must be able to pass a background check; candidates cannot have any federal issues or felonies (minor traffic violations are exempt). (Note: Bilingual skills are not required for this specific clientele). Nice-to-haves: Experience in a medical, insurance, or financial services office. Familiarity with Salesforce, Google Suite, or CRM systems. Life & Health insurance license (or a willingness to obtain one with our support). What We Offer Compensation: $50,000–$55,000 base salary (dependent on experience). Bonuses: Performance bonus structure tied to your metrics (client retention, satisfaction, show rates). Benefits: Health insurance packages are available (potentially structured through a leasing agreement during the temp-to-perm phase). Environment: A transparent system, a team that genuinely cares, and support to obtain your Life & Health insurance license if needed. Once hired by PrideStaff you will be required to submit a 2-3 minute video, see details below. Before we schedule an interview, we'd love to see a casual 30-second to 2-minute video of you, recorded on your phone. Because this is a phone-first role, we want to hear your voice and see your personality. Candidates who send a video will be prioritized. Answer one or two of the following prompts in your video: "Why does this role interest you? What about it made you say 'that's me'?" "Tell us about a time you helped someone on the phone who was confused or frustrated." "What does great client care look like to you?"
