More jobs:
Client Data & Success Coordinator
Job in
Frisco, Collin County, Texas, 75034, USA
Listed on 2026-09-09
Listing for:
Cain Watters & Associates
Full Time
position Listed on 2026-09-09
Job specializations:
-
Customer Service/HelpDesk
Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Cain Watters & Associates seeks a Client Success Coordinator to assist the Client Success Specialists by gathering and providing new client data to the financial planning department, while ensuring confidentiality of client information.
Primary duties include data entry, updating client accounts, and maintaining precise records. The role requires strong Excel skills, reliability, and the ability to manage multiple priorities in a fast-paced office setting.
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