Client Support Operations Coordinator

Job overview

The Client Support Operations Coordinator is an onsite, part-time role in Spring, TX. Compensation is not specified. The position supports Wealth Advisors at Goud Steward Advisors, an independent wealth management and financial planning firm. The coordinator organizes the administrative work behind financial planning engagements, from client onboarding through plan delivery. By managing workflows, documentation, scheduling, and client communications, the role helps advisors deliver a consistent and organized planning experience.

What you'll do

• Support Wealth Advisors through planning engagements
• manage workflows and timelines
• coordinate onboarding
• assist with AdvicePay engagements
• collect and organize client financial information
• maintain secure client-vault documents
• help clients access eMoney and link external accounts
• monitor required documentation and checklists
• schedule meetings
• communicate about outstanding planning items
• organize advisor files and meeting preparation
• coordinate information requests with outside professionals when appropriate.

What we're looking for

Skills & competencies

client support operations coordinator

part-time

onsite

spring tx

goud steward advisors

wealth management

financial planning

client onboarding

workflow coordination

emoney

advicepay

client service

Work arrangement

• Weekend coverage required

Benefits & perks

• Opportunity for advancement
• training and development.

Why this role

Supports financial planning from onboarding through plan delivery and uses tools including AdvicePay and eMoney.

About the employer

Goud Steward Advisors is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.