ReceptionistClient Services Coordinator

Empower Wealth & Tax is seeking an organized, dependable, and detail-oriented Client Services Coordinator for our Lakeway office. This position combines administrative support for our financial advisors with responsibility for the daily client service and front-office needs of the Lakeway location.

The Client Services Coordinator will work closely with advisors to assist with client account administration, prepare and process paperwork, maintain accurate client records, manage follow-up items, coordinate appointments, and help ensure advisor and client requests are completed accurately and timely. The position will also manage the day-to-day front office, including client arrivals, phone and email communication, scheduling, meeting preparation, document handling, and general office coordination.

The ideal candidate is organized, confident working independently, comfortable managing multiple priorities, and able to communicate professionally with both clients and staff. Strong attention to detail and follow-through are essential, as this role will handle administrative responsibilities that directly support our advisors and client relationships.

• Provide administrative and client service support to financial advisors
• Assist with new account opening, account maintenance, client paperwork, and other account-related processes
• Track outstanding items and follow through with advisors, clients, and staff to ensure requests are completed accurately and timely
• Maintain accurate client information, notes, documents, and activity within company systems
• Prepare for client meetings, including gathering materials, coordinating schedules, and preparing meeting rooms
• Manage appointment scheduling, confirmations, rescheduling, and calendar coordination
• Serve as a primary point of contact for clients visiting or contacting the Lakeway office
• Answer and route incoming calls, emails, and client requests professionally and efficiently
• Receive, scan, upload, organize, and route client documents
• Coordinate with staff across our other office locations to support client and operational needs
• Assist with office mail, supplies, deliveries, and other day-to-day office needs
• Provide support during tax season with client document drop-off and completed return pickup
• Assist with company workshops, client events, and other firm initiatives as needed
• Learn and utilize the firm's CRM, scheduling platforms, custodial systems, and other financial-services technology
• Perform additional administrative and client-service responsibilities as needed to support the Lakeway office and advisory team

• Strong organizational skills and attention to detail
• Professional written and verbal communication skills
• Ability to manage multiple priorities and follow assignments through to completion
• Ability to work independently while collaborating with staff across multiple office locations
• Strong computer skills and the ability to learn new software and systems quickly
• Professional demeanor and comfort working directly with clients
• Ability to handle confidential client and financial information with discretion
• Previous administrative, client service, financial-services, banking, insurance, or professional-office experience preferred
• Experience with financial-services systems, CRM platforms, or investment account processing is a plus, but we are willing to train the right candidate
• Annual salary: $54,000–$64,000, depending on experience
• Paid time off
• 401(k) eligibility in accordance with company eligibility requirements
• Opportunity for annual performance-based raises and bonuses
• Additional company benefits based on eligibility

This is a full-time, on-site position based at our Lakeway, Texas office during regular…