Operations & Client Services Coordinator

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

Company Description

Kintra Wealth is a collaborative network of leading wealth management firms united by the belief that working together delivers better outcomes for clients. Advisors within Kintra Wealth bring decades of experience serving individuals, families, and business owners across the United States. By operating on a shared platform, the firm strengthens its capabilities, expands its perspective, and elevates the standard of client service. Kintra Wealth focuses on simplifying clients’ financial lives so they can concentrate on living with purpose and spending more time on what matters most to them. Team members join a culture centered on partnership, client-centric thinking, and long-term relationships.

Role Description

The Operations & Client Services Coordinator is a full-time, on-site role based in Austin, TX. This role supports advisors and the broader team by coordinating daily operational activities such as opening and maintaining client accounts, processing transactions, and tracking documentation to ensure accuracy and compliance. The coordinator serves as a primary point of contact for client service requests, including responding to inquiries, preparing meeting materials, maintaining client records, and following up on action items. Day-to-day responsibilities include scheduling client meetings, managing workflows and task lists, updating CRM and internal systems, and partnering with custodians and other financial institutions to resolve issues in a timely manner. The role also involves contributing to process improvements, assisting with reporting and data integrity, and collaborating across teams to deliver a consistent, high-quality client experience.

Qualifications

• Client service and relationship management skills, including professional communication, responsiveness, and a strong commitment to a positive client experience.
• Operations and administrative skills, such as managing workflows, handling documentation, maintaining records, and supporting account setup and maintenance.
• Organizational and time management skills, with the ability to prioritize multiple tasks, meet deadlines, and maintain attention to detail in a fast-paced environment.
• Technical proficiency with CRM systems, Microsoft Office (Excel, Word, Outlook), and the ability to quickly learn new financial and operational platforms.
• Analytical and problem-solving skills, including the ability to identify issues, research solutions, and elevate matters appropriately when needed.
• Strong written and verbal communication skills, with the ability to convey complex information clearly and collaborate effectively with internal teams and external partners.
• Ability to work on-site in Austin, TX, contribute positively to a team-oriented environment, and uphold high ethical and confidentiality standards.
• Previous experience in financial services, wealth management, or a related field is preferred; a bachelor’s degree in business, finance, or a similar discipline is beneficial.