Private Client Success & Engagement Coordinator
Job in
Von Ormy, Bexar County, Texas, 78073, USA
Listed on 2026-02-13
Listing for:
Forvis Mazars, LLP
Full Time
position Listed on 2026-02-13
Job specializations:
-
Customer Service/HelpDesk
-
Administrative/Clerical
Job Description & How to Apply Below
A financial services firm based in Texas is seeking a Private Client Coordinator to assist with client tax return needs and ensure outstanding client service. The ideal candidate will have at least 5 years of client-facing experience and a preference for a Bachelor's degree. Responsibilities include maintaining client records, facilitating billing, and tracking client outcomes. This role requires excellent Microsoft Office skills and the ability to monitor and communicate client progress effectively.
#J-18808-Ljbffr
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×