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Remote-Eligible Client Success Data Specialist
Remote / Online - Candidates ideally in
Frisco, Collin County, Texas, 75034, USA
Listed on 2026-08-25
Frisco, Collin County, Texas, 75034, USA
Listing for:
Cain Watters & Associates, LLC
Remote/Work from Home
position Listed on 2026-08-25
Job specializations:
-
Customer Service/HelpDesk
Customer Success Management
Job Description & How to Apply Below
Cain Watters & Associates, LLC in Frisco, TX is seeking a Client Success Coordinator to assist the Client Success Specialists by gathering and providing new client data to the financial planning department while upholding strict confidentiality.
The role emphasizes accurate data entry, maintenance of client databases, and collaboration with the Client Success team to ensure information is complete and up-to-date. It offers a daytime schedule with potential remote options by management approval.
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