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SFMG Wealth Advisors

Plano / Global

Client Experience Coordinator - Financial Services (Remote)

  • $40.000 - $54.000

Job Summary

Salary Range:
$40.000 - $54.000
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Job Description

SFMG Wealth Advisors in Plano, TX is seeking a Client Service Coordinator who will be the first point of contact for clients and a key contributor to daily operations.

You will manage calendars, greet visitors, handle calls and emails, update CRM records, coordinate meetings and events, and provide back-up support to the client service team, all with confidentiality and a client-first mindset.

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