Client Service Coordinator & Receptionist | Sindrich & Associates

Kestra Financial • Denver, CO

6d • Onsite

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 experience supporting clients in financial services or wealth management environments.
• Proficient in Microsoft Office.
• Self-motivated and proactive, with strong problem-solving skills and the ability to manage time and multiple priorities effectively.
• Reliable, punctual, and consistent in follow-through.
• Team-first mindset with a commitment to delivering a concierge-level client experience.
• Creative in solving problems and improving processes.
• Eligible to work in the United States.

Nice To Haves

• Experience with Junxure, Advisor Engine, Wealthbox, Advyzon, or Toolkit CRM systems.
• Experience with Egnyte for document management and Calendly for scheduling.
• Proficient in Copilot, Gamma, EdrawMind, and Kofax PDF.
• Available for occasional overtime on rare occasions.

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.

Benefits

• Competitive Salary + Incentive Compensation
• Performance-based bonus program
• Health Insurance & HSA Support
• Monthly employer subsidy toward health insurance premiums
• Long-Term Disability Coverage
• 401(k) & Profit Sharing
• Choice of Traditional (pre-tax) or Roth (after-tax) 401(k) contributions
• Employer-funded 3% Qualified Non-Elective Contribution (QNEC)
• Discretionary annual profit-sharing program
• Paid Time Off & Holidays
• 10 days of Paid Time Off (PTO) annually
• Additional PTO accrual based on years of service
• 48 hours of paid sick leave annually
• 9+ paid holidays each year

What This Job Offers

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