Wealth Advisory Client Experience Coordinator

Cain Watters & Associates, LLC; Frisco (TX); Hybrid; USD 41,000 - 55,000; Full time

Benefits offered by this job

Subsidized medical insurance options

Generous HSA contributions

Company-paid disability and life保险

Job summary

Cain Watters & Associates, LLC is seeking a Client Coordinator to support our wealth management team. You will manage scheduling, communications, and administrative workflows, acting as a welcoming first point of contact for clients.

The role emphasizes organization, discretion, and professional client service in a fast-paced advisory practice, with some remote work flexibility and standard hours.

Qualifications

• Strong organizational skills with the ability to manage multiple priorities and deadlines.
• Polished, client-facing communication skills, both written and verbal.
• High degree of discretion and professionalism handling confidential information.

Responsibilities

• Serve as the primary contact for clients, delivering exceptional service and a welcoming client experience.
• Manage calendars, schedule meetings, and coordinate logistics for in-office and virtual appointments.
• Prepare meeting materials and client documentation in advance of advisor meetings.
• Process and track new account paperwork and transfers to ensure accuracy and timely completion.
• Maintain client records in the CRM and support travel arrangements, vendor coordination, and events.

Skills

Organizational skills

Communication

Discretion and professionalism

Client-facing demeanor

Team collaboration

Education

High school diploma

Associate's or Bachelor's degree preferred

Tools

Microsoft Office

CRM systems

Job description

Cain Watters & Associates, LLC is seeking a Client Coordinator to support our wealth management team. You will manage scheduling, communications, and administrative workflows, acting as a welcoming first point of contact for clients.

The role emphasizes organization, discretion, and professional client service in a fast-paced advisory practice, with some remote work flexibility and standard hours.