Client Service Coordinator

SFMG Wealth Advisors • Plano, TX

3d • 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.

Requirements

• High School Diploma required
• Proficiency in Microsoft Office Suite (Word, Outlook, Excel)
• Ability to manage multiple priorities simultaneously and meet deadlines in a fast-paced environment.
• Handles sensitive client and firm information with sound judgment and integrity.
• Thrives in a dynamic environment and adjusts seamlessly to evolving priorities and responsibilities.

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.
• Experience with CRM platforms preferred.

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.

Benefits

• health insurance
• dental insurance fully paid by the employer for employee coverage
• 401k with match

What This Job Offers

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