Client Service Coordinator & Receptionist

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.

Qualifications

Required

·         3+ years of administrative, client service, or office support experience.

·         Strong communication and organizational skills.

·         Proficient in Microsoft Office.

Preferred

·         Financial services or wealth management experience.

·         Experience with CRM systems.

·         Proficient in AI and productivity tools.

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.