Client Experience Coordinator – Wealth Management

Cain Watters & Associates; Frisco (TX); Hybrid; USD 62,000 - 83,000; Full time

Benefits offered by this job

Heavily subsidized medical insurance

Generous employer HSA contributions

Employer-paid disability and life保险

Job summary

Cain Watters & Associates seeks a Client Coordinator to support our wealth management team and serve as the front-line contact for clients. You will manage calendars, communications, and administrative workflows to keep the advisory practice running smoothly.

The ideal candidate is highly organized with a client-facing demeanor, capable of handling confidential information, and able to thrive in a fast-paced environment with some remote work flexibility.

Qualifications

• High school diploma required; Associate's or Bachelor's degree preferred.
• 3+ years of experience as an executive assistant, client service coordinator, or administrative professional, ideally in financial services, legal, or professional services.
• Exceptional organizational skills with the ability to manage multiple priorities and deadlines simultaneously.
• Strong written and verbal communication skills with a polished, client-facing demeanor.
• Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint); experience with CRM systems a plus.
• High degree of discretion and professionalism when handling confidential client information.
• Strong attention to detail and follow-through.
• Ability to work both independently and collaboratively in a team-oriented environment.

Responsibilities

• Serve as the primary point of contact for clients, delivering exceptional service by managing communications, coordinating meetings, and supporting a professional and welcoming client experience.
• Manage advisor calendars, schedule and confirm client meetings, and coordinate logistics for in-office and virtual appointments.
• Prepare meeting materials, including account summaries, agendas, and client documentation, in advance of advisor meetings.
• Process and track new account paperwork, account maintenance requests, and transfer documentation, ensuring accuracy and timely completion.
• Maintain and update client records and contact information in the CRM system.
• Coordinate follow-up tasks after client meetings, including sending summaries, action items, and requested documents.
• Assist with travel arrangements and expense reporting for advisors as needed.
• Provide general administrative support to the wealth management team, including filing, data entry, and document preparation.

Skills

Strong communication

Organizational skills

Customer service

Attention to detail

Team collaboration

Education

High school diploma required

Associate's or Bachelor's degree preferred

Tools

CRM systems

Microsoft Office

Job description

Cain Watters & Associates seeks a Client Coordinator to support our wealth management team and serve as the front-line contact for clients. You will manage calendars, communications, and administrative workflows to keep the advisory practice running smoothly.

The ideal candidate is highly organized with a client-facing demeanor, capable of handling confidential information, and able to thrive in a fast-paced environment with some remote work flexibility.