Client Experience Coordinator

Credent Wealth Management; Plano (TX); On-site; USD 25,000 - 36,000; Full time

Job summary

Credent Wealth Management in Plano, Texas, is seeking a Client Care Coordinator to support Wealth Advisors and deliver a first-class client experience. You will greet visitors, answer calls, schedule meetings, and ensure CRM notes capture every interaction with clients and prospects.

This role emphasizes attention to detail, strong communication, event coordination, and teamwork across client service, planners, and advisors.

Qualifications

• Customer service experience and professional demeanor.
• Excellent written and verbal communication skills.
• Strong organizational skills and attention to detail.
• Ability to coordinate and plan local events.
• Proficiency with Microsoft Office and CRM systems.

Responsibilities

• Answer, screen, and route incoming phone calls.
• Greet visitors and notify team members.
• Coordinate calendars and client meetings.
• Schedule 100% of client Goal Reviews and Risk Audits.
• Prepare materials for client and prospective client events.
• File and submit confidential documents per custodial requests.
• Update client information in CRM and distribute communications.
• Keep office stocked and manage mail.
• Collaborate with team to provide exceptional service.

Skills

Customer service

Verbal communication

Written communication

Independent worker

Detail oriented

Event coordination

Microsoft Office

CRM software

Multitasking

Confidentiality

Education

High School Diploma or higher (business administration a plus)

Tools

Microsoft Office

CRM software

Job description

Credent Wealth Management in Plano, Texas, is seeking a Client Care Coordinator to support Wealth Advisors and deliver a first-class client experience. You will greet visitors, answer calls, schedule meetings, and ensure CRM notes capture every interaction with clients and prospects.

This role emphasizes attention to detail, strong communication, event coordination, and teamwork across client service, planners, and advisors.