Client Service Coordinator

SFMG Wealth Advisors•Plano, TX

3h•Hybrid

About The Position

Excellent opportunity in a business professional environment within the financial services industry. We are seeking a dedicated and service-driven Client Service Coordinator to join our team at a leading financial services firm. In this essential role, you will be the first point of contact for clients and a key contributor to seamless daily operations. Your organizational skills, warm professionalism, and proactive approach will ensure every client interaction reflects the firm’s high standards of service and care. The ideal candidate is a polished, people-first professional who takes pride in creating an exceptional client experience. You are organized, dependable, and quick to anticipate what’s needed before being asked. You handle sensitive information with care, manage competing priorities with composure, and bring a positive, collaborative energy to every interaction. You are a fast learner, eager to grow, and committed to making the team around you stronger.

Requirements

High School Diploma required
Proficiency in Microsoft Office Suite (Word, Outlook, Excel)
Experience with CRM platforms preferred

Nice To Haves

Some experience in financial services or a similarly professional, client-focused environment preferred.
General knowledge of personal financial services is a plus.

Responsibilities

Manage and maintain calendars, including scheduling client meetings and internal collaboration sessions. Anticipate conflicts and proactively resolve them to ensure a smooth, efficient workflow.
Serve as a welcoming first point of contact, greeting office guests, routing visitors to the appropriate team members, and setting a positive tone for every client interaction.
Answer and manage phone calls, emails, and general correspondence with professionalism and timeliness. Ensure all client and internal communications are handled with discretion and care.
Update CRM records, document client interactions, and ensure the accuracy and completeness of all client information to support team visibility and follow-through.
Coordinate logistics for client meetings and office events, including conference room setup, catering arrangements, and preparation of materials.
Maintain accurate and organized files and documentation. Handle office administrative tasks and provide backup support to the client service team as needed.
Assist with special projects and additional responsibilities as they arise, demonstrating flexibility and a solutions-oriented approach.