What are the responsibilities and job description for the Head Receptionist position at Forgent?
Receptionist & Client Services Coordinator
$25.00–$29.81/hr (about $52K–$62K a year)
Fridays end at 3:00 · Firm-funded licensing and education
In office, Franklin, TN · Full-time
Forgent is a specialty talent platform for financial services firms. We're leading this search on behalf of our client, a growing, Forbes Best-in-State independent wealth management firm, and they want the person clients see first in their Franklin office. You'll welcome clients, keep advisors' days on track, process client checks, support compliance recordkeeping, and help run the events that bring clients and the team together. You need 2–3 years of experience in administration, reception, or client service.
Why it's worth a look
A front desk role that doesn't dead-end. You'll process client account checks under FINRA/SEC requirements, support compliance, and work with advisors every day. You'll learn how a wealth management firm actually runs. The firm is growing and recently went fully independent, so people who take initiative get more to own.
The firm will pay for your next step. Continuing education, licensure, and designation assistance are part of the package. If you want to grow into client service, operations, or compliance, the path is funded.
Your Friday afternoons are yours. You'll work Monday–Thursday 8 to 5 and Friday 8 to 3, with an occasional evening client event. The role is overtime-eligible and includes a 401(k) with safe harbor match.
Let's Talk About You
You make a great first impression look effortless, and you're ready for a role where that skill leads somewhere. You might be running the front desk at a medical practice, law firm, bank branch, or hotel today. You're the one people ask for by name: you remember a client's kids and still catch the mistake on the form. You like a busy day with plenty of variety, you keep confidential things confidential, and you want your next job to come with a real career path, not just a new desk.
Learn more and apply: https://www.forgent.io/role/summit-clientexperience-coordinator
On that page you can read the full role description, then create your Forgent profile and start with a short career chat (about 10 minutes). From there you'll complete a couple of activities specific to this role, and that's what our client actually reviews.
Invited candidates will continue the interview process on Forgent.
Salary : $52,000 - $62,000