Receptionist / Client Services Coordinator

Trueline • Louisville, KY

6d • $36,000 - $42,000 • Onsite

About The Position

Trueline is seeking a friendly, organized Receptionist / Client Services Coordinator to support a wealth management office in Louisville, Kentucky. The position is onsite and full-time, with a Monday–Friday schedule from 8:00 a.m. to 5:00 p.m. and a one-hour lunch. The role offers an opportunity to build professional office experience while working closely with a financial advisory team and helping create a welcoming experience for clients. Previous financial services experience is not required; candidates with administrative or customer service experience, as well as candidates beginning their professional careers, are welcome.

The coordinator serves as the first point of contact for callers and visitors, schedules and confirms client appointments, coordinates calendars and meeting logistics, helps prepare meeting materials, and provides administrative follow-up and front-office support. Compensation includes an annual base salary of $36,000–$42,000, performance-based bonus eligibility, and the benefits described in the posting. As skills and business knowledge develop, there may be opportunities to explore marketing, client services, or financial advisory work. 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 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 insurance.
• Short-term disability insurance.
• Long-term disability insurance.
• 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