Front Desk/Client Service Coordinator - Guilford, CT

Advisor Employee Services•Guilford, CT

2d•Onsite

About The Position

Our client, a growing professional services firm with offices in Connecticut and Colorado, is seeking a Front Desk / Client Service Coordinator for their Guilford, CT location. This person will be the first point of contact for clients and visitors, ensuring that calls are answered live, clients feel welcomed, and scheduling and communication run smoothly across the firm. This role is ideal for someone who is professional, confident on the phone, highly organized, and enjoys helping people. You will sit at the center of day-to-day client contact, working closely with advisors and staff in a small, close-knit office environment.

Requirements

Strong phone presence: clear, confident, warm, and professional
Prior customer service, front desk, receptionist, or client-facing experience in a professional environment
Good organization, attention to detail, and follow-through
Ability to prioritize when phones, email, and in-person visitors all need attention
Proficiency with Microsoft 365, especially Outlook for email and calendar management
Comfort using technology and learning new systems
Professional verbal and written communication skills
Team-oriented mindset and ability to work in a small, collaborative office

Nice To Haves

Experience with VoIP phone systems, ideally Microsoft Teams calling
Experience using a CRM, especially Redtail or a similar system
Prior experience in a financial advisory, wealth management, or other professional services environment

Responsibilities

Serve as the first point of contact for all incoming calls to the firm
Answer, screen, and route incoming calls to the appropriate team members in Guilford and Denver, minimizing calls that go to voicemail
Greet clients and visitors in the Guilford office and provide a professional, welcoming in-office experience (including basic hospitality)
Monitor and manage the main office email inbox, triaging and routing messages to the right person
Handle basic client service requests via phone and email, such as scheduling, canceling, and rescheduling appointments
Schedule client meetings for advisors using Outlook and the firm’s CRM (Redtail)
Call clients to confirm upcoming appointments, typically 1–2 days in advance
Make outbound calls to help schedule client reviews and follow-ups as directed by advisors
Screen calls for advisors to determine what can be handled at the front desk versus when an advisor truly needs to be involved
Use the CRM to log interactions and help support appropriate outreach based on client service tiers (e.g., Platinum, Gold, Silver, Bronze)
Open and close the office each day and keep the front desk area organized and presentable
Provide general administrative and client-service support to the Guilford team as needed