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Client & Financial Planning Coordinator
Job in
Plano, Collin County, Texas, 75086, USA
Listed on 2025-12-31
Listing for:
Threadneedle group
Full Time
position Listed on 2025-12-31
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
A premier financial planning firm in Plano, Texas is seeking a Client Service Coordinator to enhance the client experience by assisting financial advisors in the financial planning workflow. The role includes managing client data, preparing financial plans, and providing exceptional client communication. Ideal candidates should possess a college degree, have 2+ years of experience, and demonstrate strong organizational and communication skills.
Join this ethical company in a full-time capacity.
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