Client Coordinator

Cain Watters & Associates • Frisco, TX

4d • Hybrid

About The Position

Reporting to the Planning Team and Client Coordinator Supervisor, the Client Coordinator is responsible for being the initial point of contact for our clients, whether that is through phone calls or emails. The Client Coordinator will be responsible for keeping each of their Planners schedules up to date with any client meetings, firm meetings, and scheduled client phone calls. The Client Coordinator will be responsible for keeping each of their Planners schedules up to date with any client meetings, firm meetings, and scheduled client phone calls. Request information directly from the client that may be needed for upcoming consults or phone calls and follow-up accordingly. This should be completed no less than 7 weeks before the consultation. Receive and Organize information from the client so that the Data Input Specialist and Associate Planner can prepare for the upcoming meetings/calls. Assist with Investment Operations by submitting requests as needed via the Tectonic Portal, as instructed by the Planner. This will require the Client Coordinator to understand what the Planner would like to accomplish and then partner with the Investment Operations team to help ensure timely transactions.

Requirements

• Bachelor’s degree preferred but minimum of high school diploma or equivalent required
• Minimum 3 years related work experience as an administrative assistant preferred
• Professional demeanor with a service mentality
• Organized, detail-oriented, competent follow through skills
• Excellent communication skills (spelling and grammar)
• Superior organization skills - ability to suggest processes and follow up
• Ability to exercise good judgment/decision making when necessary
• Must have flexibility to work overtime as required
• Proficiency in Microsoft Office software including Word, Excel, and Outlook
• Self-motivated with strong sense of owning the client relationships (internal and external)
• Ability to independently manage multiple projects to completion

Responsibilities

• Act as the initial point of contact (via phone or email) and liaison between the Planner and the client
• Facilitate client consult day logistics
• Keep an accurate, confirmed, and up-to-date calendar for their Planners
• Gather information from clients, renaming, and saving that information in an organized fashion for use in the preparation of client consults
• Ensure clients are provided with the appropriate compliance disclosures and engagement letters according to their services

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: Entry Level
• Education Level: High school or GED