Client Data & Success Coordinator

Cain Watters & Associates; Frisco (TX); On-site; USD 2,755,000 - 3,444,000; Full time

Benefits offered by this job

Subsidized medical insurance

HSA contributions

Disability and life insurance

Dental and vision plans

Unlimited PTO

Holidays and Winter Break

401k plan

Professional dues and licenses

Continuing Education

Parental leave

Fitness programs

Job summary

Cain Watters & Associates seeks a Client Success Coordinator to assist the Client Success Specialists by gathering and providing new client data to the financial planning department, while ensuring confidentiality of client information.

Primary duties include data entry, updating client accounts, and maintaining precise records. The role requires strong Excel skills, reliability, and the ability to manage multiple priorities in a fast-paced office setting.

Qualifications

• High School diploma or equivalent.
• Ability to quickly learn new technologies and accurately input data.
• Proficient in Microsoft Excel.
• Strong organizational and analytical skills with extreme attention to detail.

Responsibilities

• Enter and update client account information in financial planning systems.
• Maintain confidentiality of client information and data.
• Ensure data accuracy by reviewing and updating entries.
• Communicate with Client Success Specialist to verify information.
• Maintain and update the client database with new and existing data.

Skills

Microsoft Excel

Microsoft Office

Confidentiality

Organizational skills

Analytical skills

Independent work

Time management

Motivated attitude

Education

High School diploma or equivalent

Job description

Cain Watters & Associates seeks a Client Success Coordinator to assist the Client Success Specialists by gathering and providing new client data to the financial planning department, while ensuring confidentiality of client information.

Primary duties include data entry, updating client accounts, and maintaining precise records. The role requires strong Excel skills, reliability, and the ability to manage multiple priorities in a fast-paced office setting.