Receptionist / Client Services Coordinator

Trueline • Louisville, KY

4d • Onsite

About The Position

Trueline is seeking a friendly, organized Receptionist / Client Services Coordinator to support a wealth management office in Louisville, Kentucky. The coordinator serves as the first point of contact for callers and visitors, helps create a welcoming client experience, coordinates appointments, and supports daily office operations. The role works closely with a financial advisory team and offers an opportunity to build professional office experience. Previous financial services experience and a college degree are not required. Candidates with administrative or customer service experience, as well as those beginning their professional careers, are welcome.

This is a full-time, onsite position, Monday through Friday from 8:00 a.m. to 5:00 p.m., with a one-hour lunch. Compensation includes an annual base salary of $36,000–$42,000 and eligibility for a performance-based bonus. As the employee develops skills and learns the business, opportunities may arise to explore marketing, client services, or financial advisory work. Future advancement and licensing support depend on individual performance, qualifications, and business needs.

Requirements

• Strong verbal and written communication skills.
• A friendly, professional, service-oriented approach.
• Good organization, attention to detail, and follow-through.
• Comfort using email, calendars, and basic computer applications.
• Ability to balance incoming calls, visitors, and administrative tasks.
• Willingness to learn and contribute to a collaborative team.
• Availability to work onsite Monday through Friday, 8:00 a.m.–5:00 p.m.

Nice To Haves

• Reception, scheduling, administrative, banking, hospitality, or customer service experience is helpful.

Responsibilities

• Answer incoming calls, assist callers, and direct inquiries to the appropriate team members.
• Welcome clients and visitors and maintain an organized reception area.
• Schedule and confirm client appointments by phone, email, and text.
• Coordinate calendars and meeting logistics for the financial advisory team.
• Help prepare meeting materials and provide administrative follow-up.
• Communicate clearly with clients and colleagues.
• Provide dependable front-office coverage and general administrative support.

Benefits

• Performance-based bonus eligibility.
• Employer-paid individual health insurance.
• 401(k) with a 4% employer match when you contribute 6%.
• Life, short-term disability, long-term disability, and vision insurance.
• Flexible time off coordinated with the team and office coverage needs.
• Onsite gym.
• Opportunities for professional development.

What This Job Offers

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