On-Site Client Services Coordinator (Receptionist)

Empower Wealth & Tax PLLC; Lakeway (TX); On-site; USD 54,000 - 64,000; Full time

Benefits offered by this job

Paid time off

401(k) eligibility

Annual performance raises and bonuses

Job summary

Empower Wealth & Tax PLLC in Lakeway, TX seeks an organized Client Services Coordinator to support financial advisors and manage front-office tasks. You will handle client accounts, paperwork, scheduling, and document handling, ensuring timely, accurate service for clients and staff.

The role requires independent work, strong communication, and meticulous attention to detail, with opportunities for professional growth and involvement in office-wide initiatives.

Qualifications

• Strong organizational skills and attention to detail.
• Professional written and verbal communication skills.
• Ability to manage multiple priorities and follow assignments through to completion.
• Ability to work independently while collaborating with staff across multiple office locations.
• Strong computer skills and the ability to learn new software and systems quickly.
• Professional demeanor and comfort working directly with clients.
• Ability to handle confidential client and financial information with discretion.
• Previous administrative, client service, financial-services, banking, insurance, or professional-office experience preferred.
• Experience with financial-services systems, CRM platforms, or investment account processing is a plus, but we are willing to train the right candidate.

Responsibilities

• Provide administrative and client service support to financial advisors.
• Assist with new account opening, account maintenance, client paperwork, and other account-related processes.
• Track outstanding items and follow through with advisors, clients, and staff to ensure requests are completed accurately and timely.
• Maintain accurate client information, notes, documents, and activity within company systems.
• Prepare for client meetings, including gathering materials, coordinating schedules, and preparing meeting rooms.
• Manage appointment scheduling, confirmations, rescheduling, and calendar coordination.
• Serve as a primary point of contact for clients visiting or contacting the Lakeway office.
• Answer and route incoming calls, emails, and client requests professionally and efficiently.
• Receive, scan, upload, organize, and route client documents.
• Coordinate with staff across our other office locations to support client and operational needs.
• Assist with office mail, supplies, deliveries, and other day-to-day office needs.
• Provide support during tax season with client document drop-off and completed return pickup.
• Assist with company workshops, client events, and other firm initiatives as needed.
• Learn and utilize the firm's CRM, scheduling platforms, custodial systems, and other financial-services technology.
• Perform additional administrative and client-service responsibilities as needed to support the Lakeway office and advisory team.

Skills

Organizational skills

Communication skills

Multitasking

Independent work

Computer skills

Professional demeanor

Discretion/Confidentiality

Administrative experience

CRM familiarity

Job description

Empower Wealth & Tax PLLC in Lakeway, TX seeks an organized Client Services Coordinator to support financial advisors and manage front-office tasks. You will handle client accounts, paperwork, scheduling, and document handling, ensuring timely, accurate service for clients and staff.

The role requires independent work, strong communication, and meticulous attention to detail, with opportunities for professional growth and involvement in office-wide initiatives.