Client Services Coordinator

2 hours ago


Southlake, Texas, United States MUCH FINANCIAL SERVICES, INC. Full time
Job Title: Client Service Administrator

We are seeking a highly organized and detail-oriented Client Service Administrator to join our team at Much Financial Services, Inc. in Southlake, TX.

Job Summary:

The Client Service Administrator will be responsible for providing exceptional client service, managing client relationships, and supporting the financial advisor team.

Key Responsibilities:

  • Provide timely and accurate responses to client inquiries and requests
  • Manage client data and maintain accurate records
  • Prepare client review summaries and other materials for client meetings
  • Assist with client updates, reports, and mailings
  • Provide marketing support as needed

Requirements:

  • 2+ years of experience in a financial services or administrative role
  • Excellent communication and organizational skills
  • Ability to learn new software and systems quickly
  • CRM experience

What We Offer:

  • $40,000-$50,000 salary range
  • Benefits package
  • Flexible work hours

About Us:

Much Financial Services, Inc. is a fast-paced financial firm dedicated to providing exceptional client service and support. We are committed to building long-term relationships with our clients and partners.



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