Client Service Coordinator & Receptionist | Sindrich & Associates
Kestra Financial Independent Advisor•Denver, CO
About The Position
The Client Service Coordinator & Receptionist is responsible for delivering a warm, professional, concierge-level experience to clients while supporting advisors and operations through meeting coordination, client service, scheduling, documentation, and administrative support.
Requirements
- 3+ years of administrative, client service, or office support experience.
- Strong communication and organizational skills.
- Proficient in Microsoft Office.
Nice To Haves
- Financial services or wealth management experience.
- Experience with CRM systems.
- Proficient in AI and productivity tools.
Responsibilities
- Serve as the first point of contact for clients, visitors, and callers.
- Deliver a welcoming and professional client experience.
- Respond to client inquiries and service requests promptly.
- Manage advisor calendars and coordinate client meetings.
- Prepare meeting materials and assist with follow-up tasks.
- Support advisors with administrative and operational activities.
- Maintain accurate CRM records, notes, and workflows.
- Prepare client correspondence and service forms.
- Assist with compliance and recordkeeping requirements.
- Assist with client events and firm initiatives.
- Coordinate vendor and office-related needs.
- Support process improvements and operational efficiency.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
