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Kestra Financial Independent Advisor Network
Denver, CO, US
Source: Kestra Financial Independent Advisor Network careers · View original posting
From Kestra Financial Independent Advisor Network's posting. “We” and “our” refer to the employer.
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.
· 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.
Compensation
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.
LAYIQ is an independent job-discovery service. This listing does not imply a partnership with or endorsement by the employer. Review the original posting for current details and availability.
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