Client Care Coordinator

CX Institutional LLC; Plano (TX); On-site; USD 38,000 - 54,000; Full time

Job summary

Credent Wealth Management seeks a Client Care Coordinator to assist Wealth Advisors by delivering a high-touch client experience. You will manage calls, greet visitors, and schedule meetings with clients and prospects, ensuring CRM entries and follow-ups are complete and accurate.

You will coordinate client events, maintain office operations, and support a team focused on confidentiality and exemplary service.

Qualifications

• High School Diploma; Associate or Bachelor's degree in business administration a plus.
• 1+ year in client-facing, phone customer relations or administrative role.
• Experience with CRM systems and Microsoft Office preferred.

Responsibilities

• Answer, screen, and route incoming phone calls from clients, prospects, vendors, and others as appropriate.
• Greet all in-person visitors, notify team members, and converse with visitors during any wait.
• Coordinate team member calendars with client meetings, client/prospect events, out-of-office travel, and meeting room availabilities.
• Coordinate and schedule 100% of client Goal Reviews and Risk Audits.
• Research, schedule, coordinate, and finalize all details including preparing materials for client and prospective client events.
• File and submit confidential documents and compliance forms per custodial entity request, or client account completion.
• Update client and prospect information in CRM, distribute email communications, and mail paper notices to clients as requested.
• Keep office clean, supplies stocked, and manage office mail.
• Work with all other team members to provide customer service beyond expectations.

Skills

Warm, polite, professional customer

Excellent verbal and written comms

Highly detailed and organized

Coordinate local events

Microsoft Office proficiency

CRM software experience

Education

High School Diploma; Associate or Bachelor's degree in business administration a plus

Tools

Microsoft Office

CRM software

Job description

The 2026 InvestmentNews Employer of Choice, CX Institutional, LLC d/b/a Credent Wealth Management is a $4.5 billion Registered Investment Advisor (RIA) headquartered in Indiana. We offer a uniquely client-centric approach to wealth management through commission-free, transparent, and impactful service, planning, and investment solutions, promising clients that we are "Advisors Who Care as Much as You Do." Since our inception in 2018, Credent has grown strategically through a combination of organic growth and acquisitions focused on providing advisors with a customized, cooperative transition as they build their succession plans and protect their clients. Credent’s culture creates lasting, meaningful relationships, enabling advisors to do their best work while ensuring clients can maintain their standard of living without financial worry and build their lives around what they care about most. Credent has been recognized on multiple industry lists, including Forbes’ America's Top RIA Firms since 2023, Financial Advisor Magazine's RIA Ranking since 2024, and AdvisorHub’s RIAs to Watch since 2023. For more information, visit CredentWealth.com .

Job Title: Client Care Coordinator

Purpose:

The Client Care Coordinator (CCC) supports the Wealth Advisor and plays a key role in delivering a Raving Fan experience as the first interaction clients and prospects have with Credent Wealth Management. The CCC is responsible for ensuring all feel welcomed and comfortable to discuss finances, family, and livelihoods with our Client Service Associates, Financial Planners, Wealth Managers, Wealth Advisors, and Financial Advisors. They are responsible for friendly greeting, answering and directing phone calls, coordinating/scheduling all meetings with clients and prospects, ensuring communications with clients and prospective clients are documented within our CRM for follow-up, coordinating and preparing local client events, keeping the office clean and stocked, and providing customer service above and beyond expectations.

Job Responsibilities:

• Answer, screen, and route incoming phone calls from clients, prospects, vendors, and others as appropriate.
• Greet all in-person visitors, notify team members, and converse with visitors during any wait.
• Coordinate team member calendars with client meetings, client/prospect events, out-of-office travel availability, and meeting room availabilities.
• Coordinate and schedule 100% of client Goal Reviews and Risk Audits.
• Research, schedule, coordinate, and finalize all details including preparing materials for client and prospective client events.
• File and submit confidential documents and compliance forms per custodial entity request, or client account completion.
• Update client and prospect information in CRM, distribute email communications, and mail paper notices to clients as requested.
• Keep office clean, supplies stocked, and manage office mail.
• Work with all other team members in a way that is conducive with the mission, values, and beliefs of the company to provide customer service beyond expectations.

Hours:

• Monday through Friday; 8 AM to 5 PM
• Occasional evening hours at client and prospective client events

Knowledge, Skills, and Abilities:

• Warm, polite, and professional customer service behaviors
• Excellent verbal and written communication skills
• Able to work independently majority of time
• Highly detailed and organized
• Ability to coordinate and plan local events
• Proficient in Microsoft Office and CRM software
• Comfortable multitasking, changing focus at a moment’s notice
• Commitment to client confidentiality

Education:

• High School Diploma; Associate or Bachelor's degree in business administration a plus

Experience:

• 1+ year in client-facing, phone customer relations or administrative role