Client Support Operations Coordinator

Goud Steward Advisors; The Woodlands (TX); On-site; USD 54,000 - 66,000; Full time

Benefits offered by this job

Opportunity for advancement

Training & development

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Excellent organizational skills

Clear written and verbal communication

Attention to detail

Multitasking

Technology proficiency

Client-first service

Integrity and accountability

Team collaboration

Tools

CRM systems

Financial planning software

eMoney

Job description

Benefits:

• Opportunity for advancement
• Training & development

Client Support Operations Coordinator

Help Build Exceptional Financial Planning Experiences.

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 Support Operations Coordinator serves an integral role within the financial planning process by coordinating the administrative activities necessary to deliver a seamless planning experience for both clients and advisors.

This position works closely with Wealth Advisors throughout the planning engagement-from initial onboarding through plan preparation and delivery-ensuring information is organized, workflows remain on schedule, and clients receive exceptional service throughout the planning process.

The ideal candidate is highly organized, detail-oriented, technologically proficient, and passionate about providing outstanding client support while contributing to a collaborative team environment.

Why Join Goud Steward Advisors?

Exceptional client experiences begin long before recommendations are delivered.

At Goud Steward Advisors, the Client Support Operations Coordinator plays an essential role in helping advisors deliver a consistent, organized, and professional financial planning experience.

This position offers the opportunity to become an integral member of a growing wealth management firm while supporting meaningful work that positively impacts the financial lives of individuals and families.

Primary Responsibilities

• Financial Planning Administration: Coordinate financial planning engagements from onboarding through plan delivery.
• Manage financial planning workflows and timelines.
• Coordinate client onboarding activities.
• Manage AdvicePay planning engagements.
• Collect and organize client financial information.
• Maintain secure document management within the client vault.
• Assist clients with eMoney registration and portal access.
• Coordinate external account linking within eMoney.
• Monitor completion of required planning documentation.
• Prepare planning files for advisor review.
• Client Support: Schedule planning meetings.
• Communicate with clients regarding outstanding planning items.
• Monitor completion of planning checklists.
• Assist clients with secure document uploads.
• Provide administrative support throughout the planning process.
• Advisor Support: Organize planning files and documentation.
• Coordinate information requests with CPAs, attorneys, and other professional advisors when appropriate.
• Monitor planning milestones and workflow progression.
• Assist advisors in preparing for planning meetings.

Qualifications

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

Preferred Qualifications

• Experience in financial services or wealth management.
• Client service or administrative experience.
• Experience using CRM systems.
• Familiarity with financial planning software.
• Experience coordinating projects or workflows.

Professional Development & Career Growth

Goud Steward Advisors is committed to investing in the professional development of every team member.

Client Support Operations Coordinators are encouraged to continually expand their knowledge of financial planning processes, client service, technology, and operational excellence while contributing to the continued growth of the firm.

Our Culture

Our operations team plays a vital role in delivering the client experience that defines Goud Steward Advisors.

We believe outstanding service is achieved through professionalism, collaboration, accountability, attention to detail, and a genuine commitment to serving others.

Every member of our team contributes to creating an environment where advisors can focus on serving clients while clients receive a consistent, organized, and exceptional planning experience.