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Client Services & Front Desk Reception — Luxury Client Experience

Job

Kelley C. Pyles, CFP with Royal Fund Management

The Villages, FL (In Person)

$49,920 Salary, Full-Time

Posted 2 weeks ago (Updated 1 week ago) • Actively hiring

Expires 7/12/2026

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Job Description

Client Services & Front Office Coordinator Kelley C. Pyles, CFP® | Royal Fund Management Lake Deaton Plaza | The Villages, FL The Villages Charter School Eligible Kelley C. Pyles, CFP® is seeking a polished, organized, and service-minded professional to join our boutique retirement planning practice in The Villages. This is much more than a traditional front desk position. You will play an important role in creating the warm, high-touch experience our clients have come to expect while supporting our advisory team with client service, scheduling, communication, and administrative coordination. We are looking for someone who takes pride in creating a calm, professional environment where clients feel genuinely known and appreciated.
Responsibilities Include:
Greeting clients and creating an exceptional first impression Managing incoming calls and client communications Scheduling and confirming appointments Assisting with client service requests and follow-up Processing mail, scanning, filing, and document organization Supporting office workflow and daily operations Helping maintain a polished and welcoming office environment
We're Looking For Someone Who Is:
Professional, dependable, and highly organized Personable and confident communicating with clients Detail-oriented and proactive Experienced in insurance, banking, wealth management, retirement services, or another professional client-facing environment Licensed insurance professionals and individuals with financial services experience are encouraged to apply
What We Offer:
The Villages Charter School Eligibility 401(k) options Opportunity for growth and increased responsibility A culture built on trust, hospitality, and meaningful client relationships If you enjoy helping people, thrive in a professional environment, and take pride in delivering exceptional service, we would love to hear from you. Please send your resume to JVasquez@RoyalFundManagement.com .
Job Type:
Full-time Pay:
$20.00 - $28.00 per hour
Benefits:
401(k) Paid time off Ability to
Commute:
The Villages, FL 32163 (Preferred)
Work Location:
In person