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Front DeskClient Service Coordinator Guilford, CT

Advisor Talent Solutions

Job Location:

Guilford, PA - USA

Monthly Salary: Not provided by the employer

Posted: 6 August 2026 (Yesterday)

Application Deadline: 4 November 2026

Vacancies: 1 Vacancy

Job Summary

Front Desk / Client Service Coordinator
Location: Guilford CT
Employment type: Full-time on-site

Overview
Our client a growing professional services firm with offices in Connecticut and Colorado is seeking a Front Desk / Client Service Coordinator for their Guilford CT location. This person will be the first point of contact for clients and visitors ensuring that calls are answered live clients feel welcomed and scheduling and communication run smoothly across the firm.

This role is ideal for someone who is professional confident on the phone highly organized and enjoys helping people. You will sit at the center of day-to-day client contact working closely with advisors and staff in a small close-knit office environment.

Key Responsibilities

Serve as the first point of contact for all incoming calls to the firm
Answer screen and route incoming calls to the appropriate team members in Guilford and Denver minimizing calls that go to voicemail
Greet clients and visitors in the Guilford office and provide a professional welcoming in-office experience (including basic hospitality)
Monitor and manage the main office email inbox triaging and routing messages to the right person
Handle basic client service requests via phone and email such as scheduling canceling and rescheduling appointments
Schedule client meetings for advisors using Outlook and the firms CRM (Redtail)
Call clients to confirm upcoming appointments typically 12 days in advance
Make outbound calls to help schedule client reviews and follow-ups as directed by advisors
Screen calls for advisors to determine what can be handled at the front desk versus when an advisor truly needs to be involved
Use the CRM to log interactions and help support appropriate outreach based on client service tiers (e.g. Platinum Gold Silver Bronze)
Open and close the office each day and keep the front desk area organized and presentable
Provide general administrative and client-service support to the Guilford team as needed

What a Typical Day Looks Like

Opening the office around 8:30 a.m. and making sure phones email and the front desk are ready for the day
Answering and routing incoming calls so clients reach a live person whenever possible
Greeting visitors as they arrive helping them get settled and making sure they connect with the right advisor or meeting
Monitoring the main office email inbox handling straightforward requests and forwarding more complex items to the appropriate team members
Spending time in Outlook and the CRM to schedule and confirm client appointments and support advisors with one-off scheduling needs
Making outbound calls to confirm upcoming meetings and as needed to help schedule reviews
Closing out the day by ensuring messages are addressed or handed off and that the next days schedule is in good order

Required Skills and Experience

Strong phone presence: clear confident warm and professional
Prior customer service front desk receptionist or client-facing experience in a professional environment
Good organization attention to detail and follow-through
Ability to prioritize when phones email and in-person visitors all need attention
Proficiency with Microsoft 365 especially Outlook for email and calendar management
Comfort using technology and learning new systems
Professional verbal and written communication skills
Team-oriented mindset and ability to work in a small collaborative office

Preferred Experience

Experience with VoIP phone systems ideally Microsoft Teams calling
Experience using a CRM especially Redtail or a similar system
Prior experience in a financial advisory wealth management or other professional services environment

Why This Role May Appeal To You
This position offers steady weekday hours clear responsibilities and the opportunity to be at the center of a professional office where your reliability and demeanor directly shape the client experience. It is a strong fit for candidates who enjoy being the hub of communication take pride in providing excellent service and want to be part of a growing firm with a close-knit team.

How To Apply
Please submit your resume and a brief note explaining your interest in this role and your relevant front desk or client service experience.

Required Experience:

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