Hybrid Wealth Management Client Coordinator

Cain Watters & Associates; Frisco City (AL); Hybrid; USD 41,000 - 55,000; Full time

Benefits offered by this job

Health insurance

HSA contributions

Disability insurance

401k plan

Paid holidays

Unlimited PTO

Professional dues & licenses paid

Job summary

Cain Watters & Associates seeks a Client Coordinator to back our wealth management team. You will manage scheduling, communications, and administrative workflows, serving as the first point of contact for clients.

The role requires strong organization, professionalism, and a client-focused approach in a fast-paced advisory setting. Ideal candidates have 3+ years in executive/administrative roles, excellent communication, and experience with Microsoft Office and CRM systems.

Qualifications

• 3+ years of experience as an executive assistant, client service coordinator, or administrative professional
• Strong written and verbal communication, client-facing demeanor
• Proficiency with Outlook, Word, Excel, PowerPoint; CRM experience a plus
• High degree of discretion handling confidential information
• Ability to work independently and in a team environment

Responsibilities

• Serve as primary contact for clients, managing communications and meetings
• Manage calendars, schedule in-office and virtual appointments
• Prepare meeting materials and client documentation
• Process new account paperwork and transfers with accuracy
• Maintain client records in the CRM system
• Coordinate follow-up tasks and post-meeting summaries
• Support preparation of correspondence, presentations, and reports
• Assist with travel arrangements and expense reporting
• Uphold confidentiality and compliance standards
• Provide general administrative support to wealth management team

Skills

Client service

Executive support

Organizational skills

Verbal & written communication

Multitasking

Education

Bachelor's degree preferred

Tools

Microsoft Office

CRM systems

Job description

Cain Watters & Associates seeks a Client Coordinator to back our wealth management team. You will manage scheduling, communications, and administrative workflows, serving as the first point of contact for clients.

The role requires strong organization, professionalism, and a client-focused approach in a fast-paced advisory setting. Ideal candidates have 3+ years in executive/administrative roles, excellent communication, and experience with Microsoft Office and CRM systems.