Client Service Coordinator & Receptionist

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.

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.

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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.