Client Success & Planning Operations Specialist

Goud Steward Advisors; The Woodlands (TX); In loco; USD 54.000 - 66.000; Tempo pieno

Vantaggi offerti da questo lavoro

Opportunity for advancement

Training & development

Descrizione del lavoro

Goud Steward Advisors is seeking a Client Support Operations Coordinator to streamline financial planning engagements from onboarding to plan delivery. The role emphasizes organized processes, timely communication with clients, and collaboration with Wealth Advisors to ensure a seamless planning experience.

Ideal candidates are highly organized, detail-oriented, tech-savvy, and committed to outstanding client service while supporting a growing wealth management practice.

Competenze

• Excellent organizational skills and attention to detail are required.
• Strong written and verbal communication abilities are essential.
• Ability to manage multiple priorities and work collaboratively in a team.

Mansioni

• Coordinate financial planning engagements from onboarding through plan delivery.
• Manage planning workflows and timelines.
• Coordinate client onboarding activities and secure document management.
• Assist with eMoney registration and portal access.

Conoscenze

Excellent organizational skills

Clear written and verbal communication

Attention to detail

Multitasking

Technology proficiency

Client-first service

Integrity and accountability

Team collaboration

Strumenti

CRM systems

Financial planning software

eMoney

Descrizione del lavoro

Goud Steward Advisors is seeking a Client Support Operations Coordinator to streamline financial planning engagements from onboarding to plan delivery. The role emphasizes organized processes, timely communication with clients, and collaboration with Wealth Advisors to ensure a seamless planning experience.

Ideal candidates are highly organized, detail-oriented, tech-savvy, and committed to outstanding client service while supporting a growing wealth management practice.