Client Service & Practice Operations Coordinator

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

Benefits:

• Opportunity for advancement
• Training & development

Client Service & Practice Operations Coordinator

Deliver Exceptional Service. Strengthen Lasting Relationships.

Company Profile

Goud Steward Advisors (GSA) is an independent wealth management and comprehensive financial planning firm dedicated to helping individuals, families, and business owners make informed financial decisions with confidence. Our approach is built upon the principles of stewardship, integrity, service, and long-term relationships.

We believe financial planning is more than managing investments-it is about helping clients pursue their goals, protect what matters most, and create meaningful legacies for future generations.

At Goud Steward Advisors, our advisors are empowered to build successful, independent practices within a collaborative environment supported by comprehensive financial planning resources, advanced technology, operational excellence, and a culture of continuous professional development.

We are committed to developing exceptional professionals who share our passion for serving others, strengthening communities, and advancing the wealth management profession. Whether beginning a career in wealth management or joining us as an experienced advisor, every member of our team is encouraged to pursue excellence, embrace leadership, and contribute to the long-term success of the firm.

Position Summary

The Client Service & Practice Operations Coordinator is responsible for supporting the ongoing service and operational needs of client relationships following implementation of financial planning and investment recommendations.

Working closely with Wealth Advisors, this position helps ensure every client receives a consistent, responsive, and professional service experience while coordinating the operational activities necessary to maintain client accounts and support the day-to-day operations of the practice.

The ideal candidate is highly organized, service-oriented, detail-focused, and committed to providing exceptional client care while maintaining operational excellence.

Why Join Goud Steward Advisors?

Outstanding client relationships are built through consistent communication, exceptional service, and operational excellence.

At Goud Steward Advisors, the Client Service & Practice Operations Coordinator serves as an important resource for both clients and advisors by helping ensure that every interaction reflects the professionalism and stewardship upon which our firm is built.

This position offers the opportunity to become an integral member of a growing wealth management firm while helping deliver a client experience centered on trust, responsiveness, and long-term relationships.

Primary Responsibilities

• Client Service & Account Administration: 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.
• Practice Operations: 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.
• Advisor Support: 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.

Qualifications

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

Preferred Qualifications

• Experience in financial services, banking, or wealth management.
• Client service or operations experience.
• Experience using CRM systems.
• Familiarity with brokerage or advisory account administration.
• Experience supporting advisors or financial professionals.

Professional Development & Career Growth

Goud Steward Advisors believes operational excellence is essential to delivering an exceptional client experience.

Client Service & Practice Operations Coordinators are encouraged to continually develop their knowledge of wealth management operations, client relationship management, regulatory processes, and practice administration while contributing to the continued growth of the firm.

Our Culture

At Goud Steward Advisors, we believe exceptional client service is a team effort.

Our operations professionals help create the foundation upon which long-term client relationships are built by delivering responsive service, maintaining operational excellence, and supporting advisors in serving clients with professionalism and integrity.

Every member of our team contributes to a culture built upon stewardship, collaboration, accountability, and a genuine commitment to helping others succeed.