Client Service Coordinator

Sanctuary Wealth Group LLC; Diboll (TX); On-site; USD 50,000 - 55,000; Full time

Benefits offered by this job

Employer-paid health benefits

401(k) match

Paid time off

Professional development

Job summary

6 Degrees Wealth in Lufkin, Texas is seeking a Client Service Coordinator to support daily client service, administrative, and operational needs for a high-performing advisory team. The role blends client experience with advisor support and practice operations, ideal for a coachable, personable individual eager to build a long-term wealth management career.

Prior wealth management experience is not required.

Qualifications

• 0-2 years in client service or admin; coachable and eager to learn wealth management.
• Strong written and verbal communication with client-facing presence.
• Attention to detail with forms, records, and documentation.
• Ability to manage multiple priorities in a fast-paced setting.
• Proficiency with Microsoft Office and basic document management.

Responsibilities

• Serve as a professional, responsive point of contact for routine client inquiries.
• Assist clients with basic service needs, forms, scheduling, and account updates.
• Support onboarding by gathering documentation and coordinating next steps.
• Prepare client meeting materials and update CRM and custodial platforms.
• Collaborate with advisors, custodians, and internal teams to resolve items.
• Maintain accurate client records and support account operations.

Job description

Description

Client Service Coordinator

Location: Lufkin / Diboll, Texas

Pay Range: $50,000 - $55,000 Annual Base Salary + Discretionary Bonus Potential

Type: Full-Time, In Person (Monday-Friday)

Hiring Firm: 6 Degrees Wealth

Experience: No prior wealth management experience required; this role is designed for someone who is coachable, curious, and excited to learn the business over time

Join Our Team at 6 Degrees Wealth - 6 Degrees Wealth is an independent wealth management team serving individuals, families, business owners, and employees through relationship-driven financial guidance. The team begins by understanding each client’s aspirations, then helps develop thoughtful strategies focused on goals, personalized investment solutions, and long-term financial legacy. Based in the Lufkin/Diboll community, the team values prompt, personal, and customized service, close collaboration, and a genuine commitment to serving others.

Position Overview - 6 Degrees Wealth in Lufkin, Texas is seeking a Client Service Coordinator to support the day-to-day client service, administrative, and operational needs of a high-performing advisory team. This role sits at the intersection of client experience, advisor support, and practice operations, and is designed for someone who is smart, personable, service-minded, emotionally mature, highly collaborative, and eager to build a long-term career in wealth management.

Prior wealth management experience is not required. The team is more focused on finding the right long-term teammate in the Lufkin market: someone who communicates warmly, learns quickly, follows through consistently, handles confidential information with care, and enjoys supporting both clients and teammates. You will help ensure clients receive a seamless, professional, and responsive service experience while learning the wealth management business through hands-on training, mentorship, and exposure to client service, account maintenance, documentation, meeting preparation, CRM updates, and routine service requests.

Your Role & Responsibilities

You will support client service, advisor needs, daily administrative workflows, and team coordination, including but not limited to:

Client Service & Relationship Support

• Serve as a professional and responsive point of contact for routine client inquiries
• Assist clients with basic service needs, required forms, scheduling requests, and account-related updates
• Support onboarding by gathering documentation, preparing account materials, and coordinating next steps
• Help ensure service items are handled accurately, efficiently, and in alignment with firm procedures
• Communicate with professionalism, discretion, and a client-first mindset
• Collaborate with advisors, custodians, and internal team members to resolve outstanding items

Account Maintenance & Administrative Operations

• Support account opening, account maintenance, transfers, deposits, distributions, beneficiary updates, address changes, and related service requests
• Prepare and review client forms, custodial paperwork, and service-related documentation for completeness and accuracy
• Monitor pending items and coordinate next steps with clients, advisors, custodians, and internal departments
• Maintain accurate client records, files, notes, and documentation across firm systems
• Contribute to workflows that reduce errors, improve efficiency, and keep service items moving forward
• Follow firm policies, compliance expectations, and documentation standards when handling client information and account activity

Advisor & Practice Support

• Provide administrative and operational assistance to advisors and client service team members
• Prepare client meeting materials, including agendas, reports, forms, and follow-up items
• Update client information in CRM, custodial platforms, and internal systems
• Assist with scheduling, inbox organization, task tracking, meeting follow-through, and document collection as needed
• Coordinate communication across advisors, clients, custodians, and internal departments
• Participate in special projects, team initiatives, and process improvement efforts as assigned

Requirements

What We’re Looking For

Required Qualifications

• 0-2 years of experience in client service, administrative support, hospitality, banking, education, healthcare administration, nonprofit/community service, professional services, or a similar relationship-driven environment
• No prior wealth management experience required; this role is designed for someone who is coachable and willing to learn the business over time
• Strong written and verbal communication skills with a polished, client-facing presence
• High attention to detail when handling forms, records, documentation, and client information
• Ability to manage multiple priorities, deadlines, and service items in a fast-paced setting
• Professional judgment, discretion, and comfort working with confidential information
• Organized, collaborative, and able to work closely with advisors, operations teams, custodians, and clients
• Willingness to learn wealth management terminology, account processes, compliance expectations, and firm systems through training and hands-on experience
• Proficiency with Microsoft Office, including Outlook, Word, Excel, Teams, and basic document management tools

Preferred Qualifications

• Bachelor’s degree or relevant coursework in business, finance, communications, economics, public affairs, or a related field
• Prior internship, part-time role, or work experience in banking, hospitality, customer service, professional services, office administration, nonprofit/community service, or another people-focused setting
• Experience in a high-touch, detail-oriented, or relationship-driven client environment
• Familiarity with account opening, onboarding, document collection, scheduling, or service-request workflows

Why Join 6 Degrees Wealth?

• Competitive base salary of $50,000 - $55,000 with discretionary bonus potential
• 75% Employer Paid Medical Benefits Package (health, vision, and dental insurance)
• 401(k) match
• Paid Time Off + Paid HolidaysOn-the-job training and professional development
• A culture that values focus during the workday and balance after hours
• Opportunity to build a long-term career with a community-based team that values relationships, service, collaboration, and personal growth