Hybrid Remote Wealth Client Coordinator

Cain-Watters-; Frisco (TX); Hybrid; USD 41,000 - 55,000; Full time

Benefits offered by this job

Health insurance

HSA contributions

Paid time off

401k plan

Professional dues

Job summary

Cain Watters & Associates seeks a Client Coordinator in Frisco, TX to support our wealth management team. This role handles scheduling, client communications, onboarding, and back-office tasks to ensure a smooth client experience.

The ideal candidate is organized, personable, and comfortable working in a fast-paced financial services environment with adherence to confidentiality and regulatory requirements. Some remote work and flexible hours are available.

Qualifications

• High school diploma required; Associate's or Bachelor's degree preferred.
• 3+ years of experience as an executive assistant, client service coordinator, or administrative professional, ideally in financial services, legal, or professional services
• Exceptional organizational skills with the ability to manage multiple priorities and deadlines simultaneously
• Strong written and verbal communication skills with a polished, client-facing demeanor
• Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint); experience with CRM systems a plus
• High degree of discretion and professionalism when handling confidential client information
• Strong attention to detail and follow-through
• Ability to work both independently and collaboratively in a team-oriented environment

Responsibilities

• Serve as the primary point of contact for clients, delivering exceptional service by managing communications, coordinating meetings, and supporting a professional and welcoming client experience.
• Provide administrative and operational support to advisors by managing calendars, preparing meeting materials, coordinating follow-up activities, and assisting with correspondence, reports, and presentations.
• Process and maintain client account documentation, including new account setup, account maintenance requests, transfers, and CRM records, ensuring accuracy, completeness, and timely execution.
• Support the efficient operation of the wealth management practice by coordinating office administration, vendor relationships, travel arrangements, firm events, and other team support activities.
• Maintain strict confidentiality and compliance standards while handling sensitive client information, documentation, and communications in accordance with firm policies and regulatory requirements.

Skills

Organizational skills

Client service

Communication skills

Calendar management

Discretion and professionalism

Education

High school diploma required; Associate's or Bachelor's preferred

3+ years experience in executive assistant / client service

Tools

Microsoft Office (Outlook, Word, Excel, PowerPoint)

CRM systems

Job description

Cain Watters & Associates seeks a Client Coordinator in Frisco, TX to support our wealth management team. This role handles scheduling, client communications, onboarding, and back-office tasks to ensure a smooth client experience.

The ideal candidate is organized, personable, and comfortable working in a fast-paced financial services environment with adherence to confidentiality and regulatory requirements. Some remote work and flexible hours are available.