Receptionist / Client Services Coordinator

Receptionist / Client Services Coordinator

Location: Louisville, KY
Employment Type: Full-Time
Schedule: Monday–Friday, 8:00 a.m.–5:00 p.m., with a one-hour lunch
Work Arrangement: Onsite
Base Salary: $36,000–$42,000 annually, plus performance-based bonus eligibility

Trueline is seeking a friendly, organized Receptionist / Client Services Coordinator to support a Louisville wealth management office. This position offers the opportunity to build professional office experience, work closely with a financial advisory team, and help create a welcoming experience for clients.

You will serve as the first point of contact for callers and visitors, coordinate appointments, and help keep daily office operations running smoothly. Previous financial services experience is not required. We welcome candidates with administrative or customer service experience, as well as those ready to begin their professional careers.

What You’ll Do

- Answer incoming calls, assist callers, and direct inquiries to the appropriate team members.
- Welcome clients and visitors and maintain an organized reception area.
- Schedule and confirm client appointments by phone, email, and text.
- Coordinate calendars and meeting logistics for the financial advisory team.
- Help prepare meeting materials and provide administrative follow-up.
- Communicate clearly with clients and colleagues.
- Provide dependable front-office coverage and general administrative support.

What You’ll Bring

- Strong verbal and written communication skills.
- A friendly, professional, service-oriented approach.
- Good organization, attention to detail, and follow-through.
- Comfort using email, calendars, and basic computer applications.
- The ability to balance incoming calls, visitors, and administrative tasks.
- A willingness to learn and contribute to a collaborative team.
- Availability to work onsite Monday through Friday, 8:00 a.m.–5:00 p.m.

Reception, scheduling, administrative, banking, hospitality, or customer service experience is helpful. A college degree and prior financial services experience are not required.

Compensation and Benefits

- Annual base salary of $36,000–$42,000.
- Performance-based bonus eligibility.
- Employer-paid individual health insurance.
- 401(k) with a 4% employer match when you contribute 6%.
- Life, short-term disability, long-term disability, and vision insurance.
- Flexible time off coordinated with the team and office coverage needs.
- Onsite gym.
- Opportunities for professional development.

Room to Grow

As you build your skills and learn the business, there may be opportunities to explore marketing, client services, or financial advisory work. Future advancement and licensing support depend on individual performance, qualifications, and business needs.

If you enjoy helping people, keeping details organized, and creating a positive first impression, we encourage you to apply.