Client Service & Operations Coordinator (Wealth Management)

Goud Steward Advisors; The Woodlands (TX); On-site; USD 52,000 - 64,000; Full time

Benefits offered by this job

Advancement opportunities

Training & development

Job summary

Goud Steward Advisors seeks a highly organized Client Service & Practice Operations Coordinator to support ongoing service and operational needs after financial planning implementations. You will work with Wealth Advisors to ensure a consistent, responsive client experience and manage day-to-day practice operations.

The ideal candidate is service-oriented, detail-focused, and committed to operational excellence while maintaining strong client relationships and efficient processes.

Qualifications

• Excellent organizational and administrative skills.
• Strong written and verbal communication abilities.
• Exceptional attention to detail.
• Outstanding client service skills.
• Ability to manage multiple priorities simultaneously.
• Strong technology and computer proficiency.
• Professionalism, integrity, and accountability.
• The ability to work collaboratively within a team environment.

Responsibilities

• Coordinate client account maintenance requests.
• Process money movement requests in accordance with firm policies and procedures.
• Assist with beneficiary and Transfer on Death (TOD) updates.
• Coordinate account registration changes.
• Process account transfers (ACATs).
• Assist with new account opening documentation.
• Coordinate Required Minimum Distribution (RMD) processing.
• Assist clients with online account access and account maintenance support.
• Prepare client review meeting materials.
• Coordinate review scheduling and follow-up.
• Maintain accurate client records within the firm's CRM.
• Monitor client service requests through completion.
• Support advisor workflow management.
• Assist with implementation of firm service standards.
• Coordinate ongoing client communication and service activities.
• Prepare documentation for client meetings.
• Monitor outstanding operational requests.
• Assist advisors with client follow-up.
• Coordinate operational activities with custodians and other business partners as appropriate.
• Support practice management initiatives that enhance client service and operational efficiency.

Skills

Organization

Communication

Attention to detail

Client service

Multitasking

Tech proficiency

Integrity

Teamwork

Tools

CRM systems

Job description

Goud Steward Advisors seeks a highly organized Client Service & Practice Operations Coordinator to support ongoing service and operational needs after financial planning implementations. You will work with Wealth Advisors to ensure a consistent, responsive client experience and manage day-to-day practice operations.

The ideal candidate is service-oriented, detail-focused, and committed to operational excellence while maintaining strong client relationships and efficient processes.