Client Service Coordinator & Receptionist | Sindrich & Associates chez Kestra Financial Independent Advisor

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.

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

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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.