Client Service Coordinator

Description Client Service Coordinator Location: Lufkin / Diboll, Texas Pay Range: $50,000 - $55,000 Annual Base Salary + Discretionary Bonus Potential Type: Full-Time, In Person (Monday-Friday) Hiring Firm: 6 Degrees Wealth Experience: No prior wealth management experience required; this role is designed for someone who is coachable, curious, and excited to learn the business over time Join Our Team at 6 Degrees Wealth - 6 Degrees Wealth is an independent wealth management team serving individuals, families, business owners, and employees through relationship-driven financial guidance. The team begins by understanding each client’s aspirations, then helps develop thoughtful strategies focused on goals, personalized investment solutions, and long-term financial legacy. Based in the Lufkin/Diboll community, the team values prompt, personal, and customized service, close collaboration, and a genuine commitment to serving others. Position Overview - 6 Degrees Wealth in Lufkin, Texas is seeking a Client Service Coordinator to support the day-to-day client service, administrative, and operational needs of a high-performing advisory team. This role sits at the intersection of client experience, advisor support, and practice operations, and is designed for someone who is smart, personable, service-minded, emotionally mature, highly collaborative, and eager to build a long-term career in wealth management. Prior wealth management experience is not required. The team is more focused on finding the right long-term teammate in the Lufkin market: someone who communicates warmly, learns quickly, follows through consistently, handles confidential information with care, and enjoys supporting both clients and teammates. You will help ensure clients receive a seamless, professional, and responsive service experience while learning the wealth management business through hands-on training, mentorship, and exposure to client service, account maintenance, documentation, meeting preparation, CRM updates, and routine service requests. Your Role & Responsibilities You will support client service, advisor needs, daily administrative workflows, and team coordination, including but not limited to: Client Service & Relationship Support Serve as a professional and responsive point of contact for routine client inquiries Assist clients with basic service needs, required forms, scheduling requests, and account-related updates Support onboarding by gathering documentation, preparing account materials, and coordinating next steps Help ensure service items are handled accurately, efficiently, and in alignment with firm procedures Communicate with professionalism, discretion, and a client-first mindset Collaborate with advisors, custodians, and internal team members to resolve outstanding items Account Maintenance & Administrative Operations Support account opening, account maintenance, transfers, deposits, distributions, beneficiary updates, address changes, and related service requests Prepare and review client forms, custodial paperwork, and service-related documentation for completeness and accuracy Monitor pending items and coordinate next steps with clients, advisors, custodians, and internal departments Maintain accurate client records, files, notes, and documentation across firm systems Contribute to workflows that reduce errors, improve efficiency, and keep service items moving forward Follow firm policies, compliance expectations, and documentation standards when handling client information and account activity Advisor & Practice Support Provide administrative and operational assistance to advisors and client service team members Prepare client meeting materials, including agendas, reports, forms, and follow-up items Update client information in CRM, custodial platforms, and internal systems Assist with scheduling, inbox organization, task tracking, meeting follow-through, and document collection as needed Coordinate communication across advisors, clients, custodians, and internal departments Participate in special projects, team initiatives, and process improvement efforts as assigned Requirements What We’re Looking For Required Qualifications 0-2 years of experience in client service, administrative support, hospitality, banking, education, healthcare administration, nonprofit/community service, professional services, or a similar relationship-driven environment No prior wealth management experience required; this role is designed for someone who is coachable and willing to learn the business over time Strong written and verbal communication skills with a polished, client-facing presence High attention to detail when handling forms, records, documentation, and client information Ability to manage multiple priorities, deadlines, and service items in a fast-paced setting Professional judgment, discretion, and comfort working with confidential information Organized, collaborative, and able to work closely with advisors, operations teams, custodians, and clients Willingness to learn wealth management terminology, account processes, compliance expectations, and firm systems through training and hands-on experience Proficiency with Microsoft Office, including Outlook, Word, Excel, Teams, and basic document management tools Preferred Qualifications Bachelor’s degree or relevant coursework in business, finance, communications, economics, public affairs, or a related field Prior internship, part-time role, or work experience in banking, hospitality, customer service, professional services, office administration, nonprofit/community service, or another people-focused setting Experience in a high-touch, detail-oriented, or relationship-driven client environment Familiarity with account opening, onboarding, document collection, scheduling, or service-request workflows Why Join 6 Degrees Wealth? Competitive base salary of $50,000 - $55,000 with discretionary bonus potential 75% Employer Paid Medical Benefits Package (health, vision, and dental insurance) 401(k) match Paid Time Off + Paid HolidaysOn-the-job training and professional development A culture that values focus during the workday and balance after hours Opportunity to build a long-term career with a community-based team that values relationships, service, collaboration, and personal growth #J-18808-Ljbffr Socket.dev