Client Service & Operations Coordinator

The K Corporation; Houston (TX); Hybrid; USD 40,000 - 55,000; Full time

Benefits offered by this job

Health Insurance

Vision Insurance

Life Insurance

Short-Term Disability

Long-Term Disability

401(k) Profit Sharing Plan

Paid Holidays

Paid Time Off

Job summary

The K Corporation, a Houston-based financial services firm, seeks a highly organized, technology-savvy professional to keep projects moving and processes efficient. This role emphasizes ownership, accountability, and teamwork, with training provided for retirement plans and workflows.

You will coordinate client needs, schedule education sessions, prepare materials, and track requests while maintaining orderly client records and supporting process improvements.

Qualifications

• Must demonstrate accountability, ownership, and follow-through.
• Strong organization and detail orientation are crucial.
• Comfort with learning new technology and processes.

Responsibilities

• Coordinate client requests and service needs.
• Schedule meetings and education sessions.
• Prepare reports, materials, and follow-up items.
• Track projects and outstanding requests.
• Maintain organized client records and files.
• Support operational improvements and special projects.
• Collaborate with leadership and teams across retirement plan consulting, financial planning, and client service activities.

Skills

Organization

Project coordination

Client service

Attention to detail

Technology savvy

Tools

Microsoft 365

SharePoint

CRM

Reporting tools

Job description

The K Corporation, a Houston-based financial services firm, seeks a highly organized, technology-savvy professional to keep projects moving and processes efficient. This role emphasizes ownership, accountability, and teamwork, with training provided for retirement plans and workflows.

You will coordinate client needs, schedule education sessions, prepare materials, and track requests while maintaining orderly client records and supporting process improvements.