Client Success Coordinator

Cain Watters & Associates, LLC • Frisco, TX

6d • $20 - $25

About The Position

Reporting to the Client Success Supervisor, the Client Success Coordinator is responsible for assisting the Client Success Specialists with gathering and providing new client data to the financial planning department (balance sheets, GLs, investment statements, etc.) while maintaining confidentiality of client information.

Requirements

• High School diploma or equivalent
• Established ability to quickly learn new technologies and accurately input data
• Proficient in Microsoft Office; particularly Microsoft Excel
• Proven ability to maintain confidentiality
• Strong organizational and analytical skills
• Extreme thoroughness and attention to detail
• Ability to work independently and manage multiple priorities
• Must be highly motivated and have a positive attitude

Responsibilities

• Maintain various financial planning systems by entering new and updated client account information which may include financial statements, investment holdings, debt schedule, personal lifestyles, and insurance policies
• Maintain client confidence and protects the Firm by keeping information confidential
• Maintain data entry requirements by following Firm processes and procedures
• Communicate with Client Success Specialist to ensure information is accurate and up to date
• Review client documents and prepare source data for computer entry by compiling and sorting information
• Process client and account source documents by reviewing data for deficiencies
• Verify entered client and account data by reviewing, correcting, deleting, or reentering data
• Purge files as needed to eliminate duplication of data
• Assist Client Success Specialist as needed with communication to securely submit information to third parties
• Execute administrative tasks required when the Client Success Team receives new clients
• Maintain client database by adding new clients and updating existing client & entity information

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