Client Service Coordinator & Receptionist | Sindrich & Associates

Kestra Financial; Denver (CO); On-site; USD 52,000 - 72,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Paid time off

Paid holidays

Long-Term Disability

Job summary

Kestra Financial is seeking a Client Service Coordinator & Receptionist to deliver a warm, professional experience to clients. The role supports advisors and operations through meeting coordination, client service, scheduling, documentation, and administrative tasks.

The position emphasizes accurate CRM usage, calendar management, and seamless client interactions. A strong team mindset, reliability, and US work eligibility are essential, with opportunities to contribute to firm initiatives and

Qualifications

• 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 time management
• Reliable, punctual, and consistent in follow-through
• Team-first mindset with a focus on concierge-level client experience
• Creative in solving problems and improving processes
• Eligible to work in the United States

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

Skills

Microsoft Office

Problem-solving

Time management

multitasking

Tools

Junxure

Advisor Engine

Wealthbox

Advyzon

Toolkit CRM

Egnyte

Calendly

Copilot

Gamma

EdrawMind

Kofax PDF

Job description

Position Summary 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.

Position Summary 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.

Key Responsibilities

Client Service & Front Office

• 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

Scheduling & Administrative Support

• Manage advisor calendars and coordinate client meetings
• Prepare meeting materials and assist with follow-up tasks
• Support advisors with administrative and operational activities

CRM & Documentation

• Maintain accurate CRM records, notes, and workflows
• Prepare client correspondence and service forms
• Assist with compliance and recordkeeping requirements

Team & Operational Support

• Assist with client events and firm initiatives
• Coordinate vendor and office-related needs
• Support process improvements and operational efficiency

What Success Looks Like

• Exceptional client experience and responsiveness
• Accurate scheduling, documentation, and follow-through
• Reduced administrative burden for advisors

Career Path

Client Service Coordinator & Receptionist → Client Service Associate → Senior Client Service Associate → Client Service Manager / Operations Associate → Director of Client Service & Operations.

Requirements

Qualifications

Required

• 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

Preferred

• 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

Benefits

Compensation & Benefits

Competitive Salary + Incentive Compensation

This exempt position offers a competitive base salary along with a performance-based bonus program that rewards both individual contributions and overall firm profitability.

Health Insurance & HSA Support

• Eligible on the 1st day of the month following 30 days of employment
• Monthly employer subsidy toward health insurance premiums
• Any unused portion of the subsidy may be deposited into a Health Savings Account (HSA) for your future healthcare expenses

Long-Term Disability Coverage

• 100% employer-paid Long-Term Disability (LTD) insurance
• Eligible on the 1st day of the month following 90 days of employment
• Provides a 60% income replacement benefit after a 180-day waiting period in the event of a qualifying disability

401(k) & Profit Sharing

• Eligible after completing 6 months of employment and 1,000 hours of service
• Choice of Traditional (pre-tax) or Roth (after-tax) 401(k) contributions
• Employer-funded 3% Qualified Non-Elective Contribution (QNEC) upon eligibility
• Opportunity to participate in the firm\'s discretionary annual profit-sharing program

Paid Time Off & Holidays

• 10 days of Paid Time Off (PTO) annually (prorated during the year of hire)
• Additional PTO accrual based on years of service
• 48 hours of paid sick leave annually
• 9+ paid holidays each year

Work Environment

• Regular office hours: 8:00 a.m. to 4:30 p.m
• While extended hours, occasional weekends, and travel are generally limited, they may be required to support client and business needs

At Sindrich & Associates, we are committed to supporting our team with competitive compensation, meaningful benefits, retirement planning opportunities, and a collaborative work environment focused on long-term growth and success.