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Concierge Client Services Coordinator – Wealth Management
Job in
Denver, Denver County, Colorado, 80285, USA
Listed on 2026-08-08
Listing for:
Kestra Financial Independent Advisor
Full Time
position Listed on 2026-08-08
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Clerical -
Customer Service/HelpDesk
Office Administrator/ Coordinator, Clerical
Job Description & How to Apply Below
Sindrich & Associates seeks a Client Service Coordinator & Receptionist to deliver a warm, concierge-level experience while supporting advisors with calendar management, client service, scheduling and documentation.
The role emphasizes accurate CRM records, meeting materials, compliance support, and collaboration with the team to improve processes. Regular hours, competitive salary and benefits are offered.
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