On-Site Austin: Client Operations & Services Specialist

Kintra Wealth; Austin (TX); On-site; USD 52,000 - 72,000; Full time

Job summary

Kintra Wealth in Austin, TX is seeking an Operations & Client Services Coordinator to support advisors by coordinating daily operations, opening and maintaining client accounts, processing transactions, and ensuring documentation accuracy and compliance.

You will serve as a primary contact for client service requests, schedule meetings, manage workflows, update CRM and internal systems, and collaborate with custodians to resolve issues, contributing to a high‑quality, client‑centric experience.

Qualifications

• Excellent client service and relationship management skills.
• Experience managing workflows and account setup and maintenance.
• Strong organizational and time management in a fast-paced environment.
• Proficiency with CRM systems and Microsoft Office.
• Excellent written and verbal communication with confidentiality.

Responsibilities

• Open and maintain client accounts; process transactions.
• Respond to client inquiries and prepare meeting materials.
• Maintain accurate client records and tracking documentation.
• Schedule client meetings and manage workflows across teams.
• Collaborate with custodians and internal partners to resolve issues promptly.

Skills

Client service

Relationship management

Communication skills

Organizational skills

CRM proficiency

Education

Bachelor’s degree in business or finance

Tools

CRM systems

Microsoft Office

Job description

Kintra Wealth in Austin, TX is seeking an Operations & Client Services Coordinator to support advisors by coordinating daily operations, opening and maintaining client accounts, processing transactions, and ensuring documentation accuracy and compliance.

You will serve as a primary contact for client service requests, schedule meetings, manage workflows, update CRM and internal systems, and collaborate with custodians to resolve issues, contributing to a high‑quality, client‑centric experience.