Client Services Representative
Cetera Financial Group•Dallas, TX
•Hybrid
About The Position
The Client Services Coordinator serves as a key liaison for our clients and advisors, playing a pivotal role in delivering a high-touch, personalized experience for individuals and families navigating legacy planning. This role blends administrative expertise with client-facing responsibilities to ensure every aspect of the legacy wealth strategy process—from onboarding to ongoing support—is smooth, respectful, and impactful. This role is hybrid and will be based out of our Dallas, TX office hub location.
Requirements
- 2+ years of client service or administrative support experience in financial services, estate planning, or wealth management.
- Exceptional organizational skills with attention to detail.
- Comfortable using CRM software, scheduling tools, and Microsoft Office Suite.
- Clear, professional communication style—both written and verbal.
- Empathy, discretion, and adaptability when working with clients across various backgrounds.
- Handle sensitive financial and personal information with the utmost confidentiality.
Nice To Haves
- Associate’s or Bachelor’s degree in Business, Finance, or related field (or equivalent work experience) preferred.
Responsibilities
- Serve as the primary point of contact for clients, addressing inquiries, coordinating appointments, and guiding them through services.
- Manage onboarding of new clients by collecting essential documentation, managing CRM data entry, and managing account setup of Estate Planning Software.
- Provide support for scheduling consultations, review meetings, and strategy sessions for clients.
- Maintain detailed records of client interactions, preferences, and key milestones in the planning process.
- Collaborate with LWS advisors, Wealth Managers and Client Service team members to streamline workflow and communications.
- Prepare and organize materials for client signings and notarizations.
- Review all executed client documents for accuracy and completeness.
- Prepare and send client communications such as follow-up emails, summaries, reminders, and satisfaction surveys.
- Assist with internal process improvements to elevate client experience and departmental efficiency.
Benefits
- competitive performance-based bonus
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
