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Receptionist/Client Relationship Associate

Lenexa, KS

Posted: 10/21/2025 Recruiting Division: Administrative Job Number: EB-2077692776 Pay Rate: $45,000.00 - $55,000.00 per year

Job Description

Receptionist/Client Relationship Associate
Onsite | Direct Hire | Lenexa, KS

Join a close-knit financial advisory firm as a Receptionist/Client Relationship Associate, serving as the welcoming face of the office and the central hub for client communication and administrative coordination. This role supports a team of advisors by managing day-to-day office operations, scheduling client meetings, and maintaining accurate data within the firm’s CRM system.

The ideal candidate is outgoing, detail-oriented, and tech-savvy, with a genuine passion for client service. You’ll thrive in this role if you enjoy variety in your day, love connecting with people, and take pride in keeping things running smoothly.

Responsibilities
  • Greet clients and create a welcoming, professional atmosphere in the office
  • Manage daily phone calls, mail, and front desk operations
  • Schedule client meetings using scheduling software and confirm appointments
  • Maintain accurate client information and records within the CRM system
  • Coordinate meeting logistics, prepare rooms, and ensure materials are organized
  • Handle office operations, including ordering supplies and managing petty cash
  • Assist with marketing activities, email communications, and client event coordination
  • Support special projects such as client onboarding, gifts, and annual outreach efforts
  • Provide administrative assistance to advisors and respond promptly to client requests

Qualifications
  • Previous experience in client service, office administration, or financial services preferred
  • Strong technical aptitude with the ability to navigate multiple systems and CRMs
  • Excellent communication, organization, and multitasking skills
  • Positive, energetic, and professional demeanor with strong attention to detail
  • Proficient in Microsoft Office Suite;experience with CRM platforms a plus
  • Dependable, proactive, and adaptable in a small-team environment
  • Bachelor’s degree preferred, or equivalent combination of education and experience



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About Lenexa, KS

Join us in the vibrant job market around Lenexa, Kansas! This thriving area offers a perfect blend of career opportunities and quality of life. Located in the heart of Johnson County, Lenexa boasts a friendly community, excellent schools, and a variety of dining options ranging from BBQ joints to food trucks. Enjoy outdoor adventures at Shawnee Mission Park or catch a show at the Theatre in the Park. With close proximity to Kansas City's renowned art galleries, professional sports teams like the Kansas City Chiefs and Royals, and iconic venues like the historic Kauffman Center for the Performing Arts, Lenexa is the ideal place to grow your career while embracing a unique culture and irresistible charm. Explore our job listings today and discover the exciting possibilities this region has in store for you!