Concierge Client Services & Scheduling Coordinator

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

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