Client Service Coordinator & Receptionist | Sindrich & Associates

About the Role

The Client Service Coordinator & Receptionist delivers a warm, professional, concierge-level experience to clients while supporting advisors and operations through meeting coordination, client service, scheduling, documentation, and administrative support.

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

• 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 & Incentives
  • 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 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

Schedule

• 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.