Front Desk Coordinator

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

Benefits offered by this job

PTO

Sick leave

Health insurance

Vision insurance

Long-term disability

Life insurance

Disability & accident insurance

401(k) match

Job summary

Diversified Solutions is seeking a Front Desk Coordinator in Kansas City, MO to be the first point of contact for clients and to ensure exceptional service. This role supports client relationships, documents conversations, and maintains organized records daily.

You will manage phones, assist with inquiries, coordinate events, and help keep the office efficient and welcoming while adhering to company standards and compliance guidelines.

Qualifications

• 1+ year experience in a fast-paced office environment.
• Proficiency in Microsoft Office Suite.
• Ability to learn new software quickly.
• Strong writing and documentation skills.
• Professional phone presence and client relations.

Responsibilities

• Answer phones and greet clients.
• Assist clients with issues and concerns.
• Record notes from client conversations accurately.
• Enter and maintain client database and prospects.
• Prepare conference rooms for meetings.
• Maintain filing system for sensitive documents.
• Keep office environment organized and professional.
• Support in organizing client events and materials.
• Coordinate various client events as needed.
• Prioritize daily tasks for proactive time management.

Skills

Customer service

Phone etiquette

Time management

Communication

Tools

Microsoft Office Suite

Job description

Diversified Solutions, a leading firm in the financial services industry based in Kansas City, MO, is seeking a motivated and personable Front Desk Coordinator to join our dynamic team. In this key role, you’ll be the first point of contact for our valued clients—building strong relationships and ensuring exceptional service at every step. If you’re passionate about customer success and interested in growing your career with a respected financial firm, we’d love to hear from you!

What You’ll Do:

• 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

What We’re Looking For:

• 1+ years experience in a fast paced office environment


• Demonstrates 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


• Exhibit a warm and professional phone presence


• Demonstrate strong writing skills, ensuring all correspondence and documentation are clear, professional, and tailored to the needs of clients and business partners


• Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance


• Must be comfortable setting up and troubleshooting technology platforms, such as Zoom and other virtual meeting tools, to facilitate client and team communications

Bonus Points:

• Previous experience in financial services, banking, insurance, or professional services is a plus!


• Experience with Redtail CRM

What You’ll Get:

• $40k - $51k/year based on experience


• PTO


• Sick leave


• Health insurance (50% employer paid)


• Vision insurance


• Long term disability (100% employer paid)


• Life insurance


• Disability and accident insurance


• Traditional and Roth 401(k) with 3% employer match

Schedule:

• In office: Monday – Friday, 8:30am – 5:00pm

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at advisortalentsolutions.com