Client Coordinator

Cain Watters & Associates • Frisco, TX

6d • Hybrid

About The Position

Reporting to the Senior Wealth Advisor, the Client Coordinator supports our wealth management team. This role is the operational backbone of the client experience — managing scheduling, communications, and administrative workflows for advisors while serving as a warm, professional first point of contact for clients. The ideal candidate is highly organized and personable, who thrives in a fast-paced, detail-oriented environment and takes pride in keeping a busy advisory practice running smoothly.

Requirements

• High school diploma required
• 3+ years of experience as an executive assistant, client service coordinator, or administrative professional, ideally in financial services, legal, or professional services
• Exceptional organizational skills with the ability to manage multiple priorities and deadlines simultaneously
• Strong written and verbal communication skills with a polished, client-facing demeanor
• Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint)
• High degree of discretion and professionalism when handling confidential client information
• Strong attention to detail and follow-through
• Ability to work both independently and collaboratively in a team-oriented environment

Nice To Haves

• Associate's or Bachelor's degree preferred
• experience with CRM systems a plus
• Prior experience supporting financial advisors, wealth managers, or in a registered investment advisory (RIA) environment
• Familiarity with custodial platforms (Schwab, Fidelity, etc.) and financial planning software
• Notary certification a plus

Responsibilities

• Serve as the primary point of contact for incoming client calls, emails, and office visits, providing a professional and welcoming client experience
• Manage advisor calendars, schedule and confirm client meetings, and coordinate logistics for in-office and virtual appointments
• Prepare meeting materials, including account summaries, agendas, and client documentation, in advance of advisor meetings
• Process and track new account paperwork, account maintenance requests, and transfer documentation, ensuring accuracy and timely completion
• Maintain and update client records and contact information in the CRM system
• Coordinate follow-up tasks after client meetings, including sending summaries, action items, and requested documents
• Assist with the preparation of correspondence, presentations, and reports for advisors and clients
• Support event planning and coordination for client appreciation events, seminars, and firm functions
• Manage office administrative functions, including supply ordering, vendor coordination, and mail/document handling
• Assist with travel arrangements and expense reporting for advisors as needed
• Uphold strict confidentiality and compliance standards when handling sensitive client and financial information
• Provide general administrative support to the wealth management team, including filing, data entry, and document preparation

Benefits

• Heavily subsidized medical insurance options
• Generous employer HSA contributions
• 100% employer-paid Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health
• Dental and Vision plans
• Unlimited PTO
• Organization-paid holidays, including an extended Winter Break
• Safe Harbor 401k Plan
• Employer-paid professional dues, licenses, and renewals
• Continuing Education resources
• Family Planning Assistance Program and Paid Parental Leave
• Subsidized fitness programs

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED