Remote-Eligible Client Success Data Specialist

Cain Watters & Associates, LLC; Frisco (TX); On-site; USD 28,000 - 34,000; Full time

Benefits offered by this job

Health insurance

HSA contributions

Disability insurance

Dental and Vision

Unlimited PTO

401k

Parental leave

Job summary

Cain Watters & Associates, LLC in Frisco, TX is seeking a Client Success Coordinator to assist the Client Success Specialists by gathering and providing new client data to the financial planning department while upholding strict confidentiality.

The role emphasizes accurate data entry, maintenance of client databases, and collaboration with the Client Success team to ensure information is complete and up-to-date. It offers a daytime schedule with potential remote options by management approval.

Qualifications

• High School diploma or equivalent required.
• Ability to learn new technologies quickly and input data accurately.
• Proficient in Microsoft Office; particularly Excel.
• Proven ability to maintain confidentiality.
• Strong organizational and analytical skills with attention to detail.

Responsibilities

• Enter and update client data in financial planning systems.
• Maintain client confidentiality and data integrity.
• Support Client Success Specialists with data gathering and document preparation.
• Review source documents for accuracy and completeness.
• Maintain and update client and entity information in databases.

Skills

Data entry

Confidentiality

Organizational skills

Analytical skills

Attention to detail

Independent work

Motivation and initiative

Education

High School diploma or equivalent

Tools

Microsoft Excel

Microsoft Office

Job description

Cain Watters & Associates, LLC in Frisco, TX is seeking a Client Success Coordinator to assist the Client Success Specialists by gathering and providing new client data to the financial planning department while upholding strict confidentiality.

The role emphasizes accurate data entry, maintenance of client databases, and collaboration with the Client Success team to ensure information is complete and up-to-date. It offers a daytime schedule with potential remote options by management approval.