Compass Financial Group

Front Desk / Client Services Coordinator

Compass Financial Group is looking for a friendly, organized, and dependable Front Desk / Client Services Coordinator to join our team.
This position is an important part of our daily office operations and client experience. The ideal candidate is professional, detail-oriented, comfortable using office technology, and able to manage multiple tasks while keeping things organized and on track.

Responsibilities include:
• Greeting clients and answering phone calls in a warm, professional manner
• Monitoring emails, phone messages, calendars, and daily office needs
• Assisting with client files, scanning, saving, and organizing documents
• Updating CRM records, calendars, workflows, and task lists
• Preparing appointment folders and supporting advisors with daily administrative needs
• Helping track workshop registrations and assist with event preparation
• Calling prospects to schedule appointments
• Keeping shared systems, trackers, and client folders accurate and up to date
• Helping maintain an organized and welcoming office environment
Ideal candidate:
• Presents themselves in a polished, professional manner and understands the importance of making a strong first impression with clients Communicates clearly and professionally
• Is comfortable with computers, email, calendars, and CRM systems
• Can prioritize tasks and follow established processes
• Enjoys helping clients and supporting a team
• Is dependable, organized, and strong attention to detail
• Lives in or near the San Antonio 78232 area

Previous administrative, receptionist, client service, or financial office experience is helpful but not required.

This is a part-time, in-office position to start, with the potential to quickly become full-time for the right person.

Submit resumes to [email protected]

NO PHONE CALLS PLEASE!

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