Client Services Representative

Client Services Coordinator

The Client Services Coordinator serves as a key liaison for our clients and advisors, playing a pivotal role in delivering a high-touch, personalized experience for individuals and families navigating legacy planning. This role blends administrative expertise with client-facing responsibilities to ensure every aspect of the legacy wealth strategy processfrom onboarding to ongoing supportis smooth, respectful, and impactful. This role is hybrid and will be based out of our Dallas, TX office hub location.

Key Responsibilities

• Serve as the primary point of contact for clients, addressing inquiries, coordinating appointments, and guiding them through services.
• Manage onboarding of new clients by collecting essential documentation, managing CRM data entry, and managing account setup of Estate Planning Software.
• Provide support for scheduling consultations, review meetings, and strategy sessions for clients.
• Maintain detailed records of client interactions, preferences, and key milestones in the planning process.
• Collaborate with LWS advisors, Wealth Managers and Client Service team members to streamline workflow and communications.
• Prepare and organize materials for client signings and notarizations.
• Review all executed client documents for accuracy and completeness.
• Prepare and send client communications such as follow-up emails, summaries, reminders, and satisfaction surveys.
• Assist with internal process improvements to elevate client experience and departmental efficiency.

Required Qualifications

• 2+ years of client service or administrative support experience in financial services, estate planning, or wealth management.
• Exceptional organizational skills with attention to detail.
• Comfortable using CRM software, scheduling tools, and Microsoft Office Suite.
• Clear, professional communication styleboth written and verbal.
• Empathy, discretion, and adaptability when working with clients across various backgrounds.
• Handle sensitive financial and personal information with the utmost confidentiality.

Preferred Qualifications

• Associate's or Bachelor's degree in Business, Finance, or related field (or equivalent work experience) preferred.

The base hourly range for this role is $18.75- $23.55/hour, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

About Cetera Financial Group:

Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.

"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. All firms are members FINRA/SIPC.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note : this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

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