ReceptionistClient Services Coordinator

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 is seeking an organized, dependable, and detail-oriented Client Services Coordinator for our Lakeway office. This position combines administrative support for our financial advisors with responsibility for the daily client service and front-office needs of the Lakeway location.

The Client Services Coordinator will work closely with advisors to assist with client account administration, prepare and process paperwork, maintain accurate client records, manage follow-up items, coordinate appointments, and help ensure advisor and client requests are completed accurately and timely. The position will also manage the day-to-day front office, including client arrivals, phone and email communication, scheduling, meeting preparation, document handling, and general office coordination.

The ideal candidate is organized, confident working independently, comfortable managing multiple priorities, and able to communicate professionally with both clients and staff. Strong attention to detail and follow-through are essential, as this role will handle administrative responsibilities that directly support our advisors and client relationships.

Key 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

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
• Annual salary: $54,000–$64,000, depending on experience
• Paid time off
• 401(k) eligibility in accordance with company eligibility requirements
• Opportunity for annual performance-based raises and bonuses
• Additional company benefits based on eligibility

Schedule & Location

This is a full-time, on-site position based at our Lakeway, Texas office during regular business hours. This position is not remote.

During the initial 90-day training period, regular travel to our Cedar Park office will be required for training and onboarding. Following the training period, the employee's primary work location will be the Lakeway office.

Occasional support for company workshops, client events, or other activities outside regular office hours may be requested.

About Empower Wealth & Tax

Empower Wealth & Tax is a growing wealth management firm serving clients throughout Central Texas. Our team works collaboratively across multiple office locations to provide comprehensive retirement and wealth-management services, including investment management, retirement income planning, tax-efficient strategies, Social Security planning, and estate-planning coordination.

We are looking for someone who wants to become an important part of our Lakeway team, build strong relationships with our clients and staff, and contribute to an office where accuracy, accountability, professionalism, and exceptional client service matter.