08/11/2025
We're Hiring!
Client Relationship Coordinator
📍 Dallas, TX (In-Person | Full-Time)
💼 Financial Services Administration | Client-Facing Role
Are you energized by helping others and keeping things running smoothly behind the scenes? We’re hiring a Client Relationship Coordinator to join our fast-growing, fun, and impact-driven financial services firm in Dallas.
💡 What You’ll Be Doing:
- Serving as the main point of contact for existing clients
- Scheduling client meetings and coordinating calendars for advisors
- Managing follow-ups, emails, and task tracking
- Using Salesforce and Microsoft tools to stay organized and efficient
- Helping uncover opportunities to better serve clients’ evolving needs
🙌 Who You Are:
- A quick learner who thrives in a fast-paced environment
- Exceptionally organized and detail-oriented
- Confident, professional, and great with people
- Early-career, recent grad, or looking to transition careers — we’re open
We offer competitive pay, PTO, and benefits — but more importantly, a team culture that’s young, vibrant, and passionate about making a difference in the lives of the clients we serve.
📩 If this sounds like you, we’d love to connect. Message us directly to apply!
