Client Experience & Scheduling Coordinator

CX Institutional LLC; Plano (TX); On-site; USD 38,000 - 54,000; Full time

Job summary

Credent Wealth Management seeks a Client Care Coordinator to assist Wealth Advisors by delivering a high-touch client experience. You will manage calls, greet visitors, and schedule meetings with clients and prospects, ensuring CRM entries and follow-ups are complete and accurate.

You will coordinate client events, maintain office operations, and support a team focused on confidentiality and exemplary service.

Qualifications

• High School Diploma; Associate or Bachelor's degree in business administration a plus.
• 1+ year in client-facing, phone customer relations or administrative role.
• Experience with CRM systems and Microsoft Office preferred.

Responsibilities

• Answer, screen, and route incoming phone calls from clients, prospects, vendors, and others as appropriate.
• Greet all in-person visitors, notify team members, and converse with visitors during any wait.
• Coordinate team member calendars with client meetings, client/prospect events, out-of-office travel, and meeting room availabilities.
• Coordinate and schedule 100% of client Goal Reviews and Risk Audits.
• Research, schedule, coordinate, and finalize all details including preparing materials for client and prospective client events.
• File and submit confidential documents and compliance forms per custodial entity request, or client account completion.
• Update client and prospect information in CRM, distribute email communications, and mail paper notices to clients as requested.
• Keep office clean, supplies stocked, and manage office mail.
• Work with all other team members to provide customer service beyond expectations.

Skills

Warm, polite, professional customer

Excellent verbal and written comms

Highly detailed and organized

Coordinate local events

Microsoft Office proficiency

CRM software experience

Education

High School Diploma; Associate or Bachelor's degree in business administration a plus

Tools

Microsoft Office

CRM software

Job description

Credent Wealth Management seeks a Client Care Coordinator to assist Wealth Advisors by delivering a high-touch client experience. You will manage calls, greet visitors, and schedule meetings with clients and prospects, ensuring CRM entries and follow-ups are complete and accurate.

You will coordinate client events, maintain office operations, and support a team focused on confidentiality and exemplary service.