Client Experience Front Desk Coordinator

Advisor Talent Solutions; Kansas City (MO); On-site; USD 40,000 - 51,000; Full time

Benefits offered by this job

Health insurance (50% employer paid)

Dental insurance

Vision insurance

Telemedicine

Pet insurance

Long term disability (employer paid)

Life insurance

Disability and accident insurance

401(k) with employer match

PTO

Job summary

Diversified Solutions, based in Kansas City, MO, seeks a Front Desk Coordinator to be the first point of contact for clients and partners. You will build relationships, deliver exceptional service, and support daily operations in a financial services setting.

The role emphasizes greeting clients, managing inquiries, maintaining records, coordinating events, and ensuring organized, compliant filing. A professional phone presence and strong writing are essential.

Qualifications

• 1+ years experience in a fast paced office environment.
• Proficiency in Microsoft Office Suite.
• Ability to learn new software quickly.
• Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks.

Responsibilities

• Answer phones and greet clients in a friendly, warm manner.
• Assist clients with issues and concerns.
• Record notes from client conversation in an accurate manner.
• Enter and maintain database of clients and prospects.
• Prepare conference rooms for client meetings.
• Oversee and maintain an organized and secure filing system for sensitive client and financial documents.
• Maintain the office environment in an immaculate and organized condition.
• Maintain job-related/industry specific compliance files.
• Assist in organizing events, event supplies, and promotional materials.
• Assist in the coordination of various client events.
• Prioritize daily tasks to be proactive in time management.

Skills

Microsoft Office

Prioritization

Phone etiquette

Written communication

Client relationship building

Tech setup (Zoom)

Learning new software

Organizational skills

Tools

Redtail CRM

Job description

Diversified Solutions, based in Kansas City, MO, seeks a Front Desk Coordinator to be the first point of contact for clients and partners. You will build relationships, deliver exceptional service, and support daily operations in a financial services setting.

The role emphasizes greeting clients, managing inquiries, maintaining records, coordinating events, and ensuring organized, compliant filing. A professional phone presence and strong writing are essential.