Client Service Coordinator

Job overview

The Client Service Coordinator role is hybrid in Plano, TX, with compensation not specified; the posting describes it as competitive based on experience. SFMG Wealth Advisors’ Client Service Department supports the firm’s financial-services clients and daily operations. The coordinator serves as a first point of contact and helps ensure client interactions and internal workflows are organized, timely, and professional. The role supports the team through calendar management, communications, accurate client records, meeting logistics, and administrative assistance.

What you'll do

• Manage calendars and schedule client and internal meetings
• greet office guests and route visitors
• handle calls, emails, and correspondence
• update CRM records and document client interactions
• coordinate meeting and event logistics
• maintain files and documentation
• provide administrative and project support.

What we're looking for

Skills & competencies

client service coordinator

plano tx

sfmg wealth advisors

hybrid

financial services

client relations

calendar coordination

crm

meeting coordination

administrative support

8:00 a.m.–5:00 p.m.

health insurance

dental insurance

401(k) match

Work arrangement

• Weekend coverage required

Benefits & perks

• Health insurance
• dental insurance fully paid by the employer for employee coverage
• 401(k) with match.

Why this role

Hybrid telework eligibility after meeting requirements; standard business hours are 8:00 a.m.–5:00 p.m., with flexibility as workload and business demands require. Employer-paid employee health and dental coverage and a 401(k) match are available.

About the employer

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