Client Success Coordinator

cainwattersassociates; San Francisco (CA); Hybrid; USD 28,000 - 34,000; Full time

Benefits offered by this job

Heavily subsidized medical insurance

Generous HSA contributions

Disability and life insurance

Dental and Vision plans

Unlimited PTO

401k plan

Parental leave

Continuing Education resources

Job summary

Cain Watters & Associates in San Francisco, CA, is seeking a Client Success Coordinator to assist Client Success Specialists by gathering and providing new client data to the financial planning department while maintaining confidentiality. This full-time, non-exempt role operates in an office setting with standard hours 8:30 a.m.

to 5 p.m., Monday through Friday; some flexibility and potential partial remote work may be allowed with management approval.

Qualifications

• High School diploma or equivalent is required.
• Ability to quickly learn new technologies and accurately input data.
• Proficient in Microsoft Office; particularly Microsoft Excel.
• Must maintain confidentiality.
• Strong organizational and analytical skills.
• Extreme thoroughness and attention to detail.
• Ability to work independently and manage multiple priorities.
• Must be highly motivated and have a positive attitude.

Responsibilities

• Review client documents and prepare source data for computer entry by compiling and sorting information.
• Process client and account source documents by reviewing data for deficiencies.
• Verify entered client and account data by reviewing, correcting, deleting, or reentering data.
• Purge files as needed to eliminate duplication of data.
• Assist Client Success Specialist as needed with communication to securely submit information to third parties.
• Execute administrative tasks required when the Client Success Team receives new clients.
• Maintain client database by adding new clients and updating existing client & entity information.

Skills

Attention to detail

Data entry

Confidentiality

Organizational skills

Analytical skills

Independence

Positive attitude

Education

High School diploma or equivalent

Tools

Microsoft Excel

Microsoft Office

Job description

Summary/Objective

Reporting to the Client Success Supervisor, the Client Success Coordinator is responsible for assisting the Client Success Specialists with gathering and providing new client data to the financial planning department (balance sheets, GLs, investment statements, etc.) while maintaining confidentiality of client information.

Essential Functions

1. Maintain various financial planning systems by entering new and updated client account information which may include financial statements, investment holdings, debt schedule, personal lifestyles, and insurance policies

2. Maintain client confidence and protects the Firm by keeping information confidential

3. Maintain data entry requirements by following Firm processes and procedures

1. Communicate with Client Success Specialist to ensure information is accurate and up to date

Responsibilities and Duties

1. Review client documents and prepare source data for computer entry by compiling and sorting information

2. Process client and account source documents by reviewing data for deficiencies

3. Verify entered client and account data by reviewing, correcting, deleting, or reentering data

4. Purge files as needed to eliminate duplication of data

5. Assist Client Success Specialist as needed with communication to securely submit information to third parties

6. Execute administrative tasks required when the Client Success Team receives new clients

7. Maintain client database by adding new clients and updating existing client & entity information

This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.

Education and Experience

• High School diploma or equivalent
• Established ability to quickly learn new technologies and accurately input data
• Proficient in Microsoft Office; particularly Microsoft Excel
• Proven ability to maintain confidentiality
• Strong organizational and analytical skills
• Extreme thoroughness and attention to detail
• Ability to work independently and manage multiple priorities
• Must be highly motivated and have a positive attitude

Travel

No travel is expected for this position.

Work Environment

This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands

This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.

Position Type and Expected Hours of Work

This is a full-time, non-exempt position. Days and hours of work are Monday through Friday 8:30 a.m. to 5 p.m. Some flexibility in hours and ability to work remotely may be allowed based on management’s approval.

Job Compensation & Benefits

Through our competitive compensation and benefits program, we seek to attract, retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change.

Compensation

Minimum: $20.00/hr - Maximum: $25.00/hr USD

Benefits

• Heavily subsidized medical insurance options
• Generous employer HSA contributions
• 100% employer-paid Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health
• Dental and Vision plans
• Unlimited PTO
• Organization-paid holidays, including an extended Winter Break
• Safe Harbor 401k Plan
• Employer-paid professional dues, licenses, and renewals
• Continuing Education resources
• Family Planning Assistance Program and Paid Parental Leave
• Subsidized fitness programs

CWA has consistently been recognized from rating services and publications such as:

INSIDE Public Accounting - Top 100 Firms (2022, 2023, 2024)

Top Workplaces - Financial Services (2024)

Top Workplaces - Culture Excellence (2024)

Accounting Today - Top Firm by AUM (2024)

USA Today - Top Workplaces (2024, 2025)

Accounting Today - Top 100 Firms (2022, 2023, 2026)

Forbes America's Best Tax & Accounting Firms (2022, 2023)

INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)

Dallas Morning News - Top Workplace (2022, 2023)

Accounting Today - Beyond Top 100: Firms to Watch (2020)

Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020)

INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020)

INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020)

Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at [e-mail]. Your concerns will be handled with the utmost confidentiality and care.