SFMG Wealth Advisors
Plano / Global
Client Experience Coordinator - Financial Services (Remote)
- $40.000 - $54.000
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Plano / Global
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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