Director of First Impressions - Shelton, CT

Advisor Talent Solutions • Shelton, CT

2d • Onsite

About The Position

You are often the first voice someone hears and the first person they meet - and that matters. In this role, you will help create a welcoming, polished, and high-trust experience for every client, prospect, and visitor.

This is an excellent opportunity for someone who is warm, organized, proactive, and energized by creating exceptional experiences. You will play a key role in keeping the office running smoothly, supporting advisors, and helping ensure appointments stay on track.

Why this role stands out: This is more than a front-desk position. You will shape the client experience, support advisor productivity, and serve as a visible, important part of a growing professional office.

Requirements

• 2-3+ years of experience in a client-facing role such as reception, customer service, office administration, or appointment setting.
• Strong phone presence and interpersonal skills with the ability to build rapport quickly and professionally.
• Excellent organization and attention to detail in a fast-paced office environment.
• Confidence handling scheduling changes, client questions, and occasional objections with professionalism and empathy.
• Strong written communication skills and comfort documenting information accurately in a CRM or similar system.
• Dependable, proactive, and calm under pressure.
• Comfort with Microsoft Office or Google Workspace, along with CRM platforms and scheduling tools.

Nice To Haves

• Experience in financial services, wealth management, or another professional-services environment.
• Experience with appointment confirmations, client follow-up, or front-desk hospitality.
• A natural ability to make people feel welcome, comfortable, and taken care of from the moment they connect with the office.

Responsibilities

• Serve as the face and voice of the office by greeting clients and visitors with warmth, professionalism, and confidence.
• Answer and manage incoming calls, route inquiries appropriately, and ensure every interaction feels polished, helpful, and responsive.
• Schedule, confirm, reschedule, and manage appointments while helping keep calendars accurate, organized, and running smoothly.
• Help reduce cancellations and no-shows by communicating clearly, reinforcing expectations, and guiding clients toward next steps.
• Maintain accurate CRM notes, meeting details, and follow-up information so the team always has the right context.
• Support a seamless in-office experience by preparing the reception area, coordinating arrivals, and anticipating needs before they arise.
• Partner with internal team members on meeting preparation, office workflows, and event-related follow-up as needed.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed