Wealth Client Experience Coordinator

Socket.dev; Diboll (TX); On-site; USD 50,000 - 55,000; Full time

Benefits offered by this job

Competitive base salary

Employer paid medical benefits

401(k) match

Paid time off

On-the-job training

Job summary

6 Degrees Wealth in Lufkin, Texas is seeking a Client Service Coordinator to support day-to-day client service, administrative tasks, and operations for a high-performing advisory team. The role emphasizes client experience, advisor support, and smooth practice operations.

No prior wealth management experience is required; the team seeks a coachable, personable teammate who learns quickly, follows through, and handles confidential information with care, while training across client service,

Qualifications

• 0-2 years in client service or related field
• Willingness to learn wealth management
• Polished client-facing communication
• Detail-oriented with accurate documentation
• Ability to manage multiple priorities in a fast-paced setting
• Professional discretion with confidential information
• Proficiency with Microsoft Office applications
• Bachelor’s degree or relevant coursework preferred

Responsibilities

• Serve as primary contact for routine client inquiries
• Assist clients with service needs, forms, scheduling, and account updates
• Support onboarding by gathering documentation and coordinating next steps
• Prepare client meeting materials and update CRM and custodial records
• Coordinate communication across advisors, custodians, and internal teams
• Maintain accurate client records and documentation across firm systems

Skills

Communication skills

Detail-oriented

Multitasking

Discretion with confidential info

Organizational skills

Collaboration

Education

Bachelor’s degree or relevant coursework

Tools

Outlook

Word

Excel

Teams

Job description

6 Degrees Wealth in Lufkin, Texas is seeking a Client Service Coordinator to support day-to-day client service, administrative tasks, and operations for a high-performing advisory team. The role emphasizes client experience, advisor support, and smooth practice operations.

No prior wealth management experience is required; the team seeks a coachable, personable teammate who learns quickly, follows through, and handles confidential information with care, while training across client service,