Client Experience Coordinator - Financial Services (Remote)

SFMG Wealth Advisors; Plano (TX); Hybrid; USD 40,000 - 54,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

401k with match

Job summary

SFMG Wealth Advisors in Plano, TX is seeking a Client Service Coordinator who will be the first point of contact for clients and a key contributor to daily operations.

You will manage calendars, greet visitors, handle calls and emails, update CRM records, coordinate meetings and events, and provide back-up support to the client service team, all with confidentiality and a client-first mindset.

Qualifications

• High School Diploma required.
• Experience in financial services or client-focused environment preferred.
• Proficiency with Microsoft Office and CRM platforms.

Responsibilities

• Schedule and coordinate client meetings and internal sessions.
• Serve as first point of contact and greet visitors.
• Manage phone, email, and correspondence with professional tone.
• Update CRM records and document client interactions.
• Coordinate meeting logistics and event prep.
• Provide general administrative support and backup for the team.
• Assist with special projects as needed.

Skills

Organizational Excellence

Communication

Client Service Orientation

Time Management

Interpersonal Savvy

Discretion & Confidentiality

Adaptability

Education

High School Diploma

Tools

Microsoft Office Suite

CRM platforms

Job description

SFMG Wealth Advisors in Plano, TX is seeking a Client Service Coordinator who will be the first point of contact for clients and a key contributor to daily operations.

You will manage calendars, greet visitors, handle calls and emails, update CRM records, coordinate meetings and events, and provide back-up support to the client service team, all with confidentiality and a client-first mindset.