Client Service Coordinator

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

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time Plano, TX, US

3 days ago Requisition ID: 1038

Excellent opportunity in a business professional environment within the financial services industry.

Position Summary

We are seeking a dedicated and service-driven Client Service Coordinator to join our team at a leading financial services firm. In this essential role, you will be the first point of contact for clients and a key contributor to seamless daily operations. Your organizational skills, warm professionalism, and proactive approach will ensure every client interaction reflects the firm’s high standards of service and care.

Candidate Characteristic / Disposition

The ideal candidate is a polished, people-first professional who takes pride in creating an exceptional client experience. You are organized, dependable, and quick to anticipate what’s needed before being asked. You handle sensitive information with care, manage competing priorities with composure, and bring a positive, collaborative energy to every interaction. You are a fast learner, eager to grow, and committed to making the team around you stronger.

Core Responsibilities

• Scheduling & Calendar Coordination: Manage and maintain calendars, including scheduling client meetings and internal collaboration sessions. Anticipate conflicts and proactively resolve them to ensure a smooth, efficient workflow.
• Client Relations & Reception: Serve as a welcoming first point of contact, greeting office guests, routing visitors to the appropriate team members, and setting a positive tone for every client interaction.
• Communications & Correspondence: Answer and manage phone calls, emails, and general correspondence with professionalism and timeliness. Ensure all client and internal communications are handled with discretion and care.
• CRM & Data Management: Update CRM records, document client interactions, and ensure the accuracy and completeness of all client information to support team visibility and follow-through.
• Meeting & Event Coordination: Coordinate logistics for client meetings and office events, including conference room setup, catering arrangements, and preparation of materials.
• Administrative Support: Maintain accurate and organized files and documentation. Handle office administrative tasks and provide backup support to the client service team as needed.
• Project & Team Support: Assist with special projects and additional responsibilities as they arise, demonstrating flexibility and a solutions-oriented approach.

Core Competencies

• Organizational Excellence: Skilled at prioritizing tasks, maintaining efficient systems, and ensuring nothing falls through the cracks.
• Communication: Exceptional written and verbal communication; adept at engaging with clients and colleagues with warmth and professionalism.
• Client Service Orientation: Committed to delivering a consistently excellent experience that reflects the firm’s values and standards.
• Time Management: Ability to manage multiple priorities simultaneously and meet deadlines in a fast-paced environment.
• Interpersonal Savvy: Builds strong working relationships with empathy, positivity, and professionalism.
• Discretion & Confidentiality: Handles sensitive client and firm information with sound judgment and integrity.
• Adaptability: Thrives in a dynamic environment and adjusts seamlessly to evolving priorities and responsibilities.

Skills & Abilities

Education:High School Diploma required

Experience:Some experience in financial services or a similarly professional, client-focused environment preferred. General knowledge of personal financial services is a plus.

Technical Proficiency:Proficiency in Microsoft Office Suite (Word, Outlook, Excel) and experience with CRM platforms preferred.

Job Status:Full time

FLSA Status:Exempt

Position Eligible for Telework:Yes, after meeting eligibility requirements.

Department:Client Service, Report to Client Service Manager

Work Schedule

Standard business hours are expected (8:00 a.m. – 5:00 p.m.); however, this role may require additional time and schedule flexibility based on workload, deadlines, or business demands.

This position is located in Plano TX.

Competitive compensation based on experience. Strong benefits with health insurance, dental insurance fully paid by the employer for employee coverage, and 401k with match available.

Reasonable Accommodations Statement

To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential function satisfactorily. Reasonable accommodation may be made to help enable qualified individuals with disabilities to perform the essential functions.