Client Experience & Office Coordinator

Cx Institutional Llc; Plano (TX); On-site; USD 42,000 - 54,000; Full time

Job summary

Credent Wealth Management is seeking a Client Care Coordinator to support Wealth Advisors and deliver a high-quality client experience. The role handles phone screening, greeting visitors, scheduling meetings, CRM updates, and coordinating client events in a fast-paced office.

Ideal candidates have a high school diploma, 1+ year in a client-facing or administrative role, and strong communication, organization, and confidentiality. Proficiency with MS Office and CRM software is expected.

Qualifications

• 1+ year in client-facing, phone customer relations or administrative role.
• Excellent customer service behaviors and professional communication.
• Ability to work independently and stay highly organized.
• Comfort with coordinating local client events and meetings.

Responsibilities

• Answer, screen, and route inbound calls from clients and prospects.
• Greet visitors and manage front-desk flow for the office.
• Coordinate team calendars and client meetings, events, and travel.
• Schedule all client Goal Reviews and Risk Audits.
• Prepare materials for client events and coordinate logistics.
• Handle confidential documents and CRM updates per requests.
• Distribute emails and mail notices to clients as needed.
• Maintain clean, stocked office; manage mail flow.
• Collaborate with the team to deliver exceptional service.

Skills

Customer service

Verbal communication

Written communication

Organized

Event coordination

CRM proficiency

MS Office

Multitasking

Confidentiality

Education

High School Diploma

Business administration degree a plus

Tools

CRM software

Microsoft Office

Job description

Credent Wealth Management is seeking a Client Care Coordinator to support Wealth Advisors and deliver a high-quality client experience. The role handles phone screening, greeting visitors, scheduling meetings, CRM updates, and coordinating client events in a fast-paced office.

Ideal candidates have a high school diploma, 1+ year in a client-facing or administrative role, and strong communication, organization, and confidentiality. Proficiency with MS Office and CRM software is expected.