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Assistant Client Coordinator Jobs in Texas (NOW HIRING)

IVitamin

Client Coordinator - Part Time

Austin, TX · On-site

As a Part-Time Client Coordinator, you will be responsible for: * Providing an exceptional client ... Welcome and assist patients in person and over the phone, ensuring they feel comfortable and valued.

IVitamin

Client Coordinator - Part Time

Austin, TX · On-site

$18/hr

As a Part-Time Client Coordinator, you will be responsible for: * Providing an exceptional client ... Welcome and assist patients in person and over the phone, ensuring they feel comfortable and valued.

IICRC

Client Services Coordinator

Grand Prairie, TX · On-site

$20/hr

Check in with cleaning employees and provide field support. * Assist with training employees on ... Client Services Coordinator → Account Manager → Operations Leadership Advancement will be based ...

New

CheckSammy Inc.

Client Success Coordinator

Addison, TX · On-site

$17.75 - $23.75/hr

The Client Success Coordinator will work closely with clients and internal teams to coordinate ... met. * Assist with preparing reports, presentations, account updates, and other client-facing ...

Nexora Talent

Remote Client Experience Coordinator

Houston, TX · Remote

$17.50 - $23.50/hr

Remote Client Experience Coordinator We are seeking a motivated and customer-focused Remote Client ... Respond to client inquiries by phone, email, and online messaging platforms. * Assist clients with ...

TDIndustries

Client Success Coordinator

Dallas, TX · On-site

$18 - $24.25/hr

Job Summary The Client Success Coordinator (CSC) is a customer-facing role responsible for ... current account information. * Assist with proposal preparation, contract renewals, and ...

CheckSammy

Client Success Coordinator

Addison, TX · On-site

$18/hr

The Client Success Coordinator will work closely with clients and internal teams to coordinate ... met. * Assist with preparing reports, presentations, account updates, and other client-facing ...

Nexora Talent

Remote Client Experience Coordinator

Austin, TX · Remote

$17.75 - $24/hr

Remote Client Experience Coordinator We are seeking a motivated and customer-focused Remote Client ... Respond to client inquiries by phone, email, and online messaging platforms. * Assist clients with ...

Nexora Talent

Remote Client Experience Coordinator

Dallas, TX · Remote

$18 - $24.25/hr

Remote Client Experience Coordinator We are seeking a motivated and customer-focused Remote Client ... Respond to client inquiries by phone, email, and online messaging platforms. * Assist clients with ...

TDIndustries

Client Success Coordinator

Dallas, TX · On-site

$18.25 - $24.25/hr

Job Summary The Client Success Coordinator (CSC) is a customer-facing role responsible for ... current account information. * Assist with proposal preparation, contract renewals, and ...

Texas Capital Bank

Client Center Coordinator

Dallas, TX · On-site

$18.25 - $24.25/hr

Partner with Executive Assistants, business partners, vendors, and other internal teams to ... coordination, or a client-facing environment. * Proficiency with Microsoft Office, including ...

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Client Coordinator

Cain Watters & Associates, LLC

Frisco, TX • On-site

$30 - $40/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago

Job description

Summary/Objective
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.
Essential Functions
  1. Serve as the primary point of contact for clients, delivering exceptional service by managing communications, coordinating meetings, and supporting a professional and welcoming client experience.
  2. Provide administrative and operational support to advisors by managing calendars, preparing meeting materials, coordinating follow-up activities, and assisting with correspondence, reports, and presentations.
  3. Process and maintain client account documentation, including new account setup, account maintenance requests, transfers, and CRM records, ensuring accuracy, completeness, and timely execution.
  4. Support the efficient operation of the wealth management practice by coordinating office administration, vendor relationships, travel arrangements, firm events, and other team support activities.
  5. Maintain strict confidentiality and compliance standards while handling sensitive client information, documentation, and communications in accordance with firm policies and regulatory requirements.

Responsibilities & Duties
  • 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

This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.
Education & Experience
Required
  • High school diploma required; Associate's or Bachelor's degree preferred
  • 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); experience with CRM systems a plus
  • 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

Preferred
  • 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

Travel
No travel is expected for this position.
Work Environment
This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Demands
This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.
Position Type & Expected Hours of Work
This is a full-time, non-exempt position. Days and hours of work are Monday through Friday 8:00 a.m. to 5 p.m. Some remote work and flexibility in hours is allowed based on management's approval.
Job Compensation & Benefits
Through our competitive compensation and benefits program, we seek to attract, retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change.
Compensation
Minimum: $30.00/hr - Maximum: $40.00/hr USD
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
CWA has consistently been recognized from rating services and publications such as:
INSIDE Public Accounting - Top 100 Firms (2022, 2023, 2024)
Top Workplaces - Financial Services (2024)
Top Workplaces - Culture Excellence (2024)
Accounting Today - Top Firm by AUM (2024)
USA Today - Top Workplaces (2024, 2025)
Accounting Today - Top 100 Firms (2022, 2023)
Forbes America's Best Tax & Accounting Firms (2022, 2023)
INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)
Dallas Morning News - Top Workplace (2022, 2023)
Accounting Today - Beyond Top 100: Firms to Watch (2020)
Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020)
INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020)
INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020)
Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at hr@cainwatters.com. Your concerns will be handled with the utmost confidentiality and care.

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