Client Services Representative

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Client Services Coordinator managing client relationships in legacy planning for individuals and families. Blending administrative expertise with client-facing responsibilities in a hybrid role based in Dallas, TX.

Posted 5/5/2026full-timeDallas • Texas • 🇺🇸 United StatesJuniorMid-Level💰 $19 - $24 per hourWebsite

About the role

Key responsibilities & impact

Serve as the primary point of contact for clients, addressing inquiries, coordinating appointments, and guiding them through services.
Manage onboarding of new clients by collecting essential documentation, managing CRM data entry, and managing account setup of Estate Planning Software.
Provide support for scheduling consultations, review meetings, and strategy sessions for clients.
Maintain detailed records of client interactions, preferences, and key milestones in the planning process.
Collaborate with LWS advisors, Wealth Managers and Client Service team members to streamline workflow and communications.
Prepare and organize materials for client signings and notarizations.
Review all executed client documents for accuracy and completeness.
Prepare and send client communications such as follow-up emails, summaries, reminders, and satisfaction surveys.
Assist with internal process improvements to elevate client experience and departmental efficiency.

Requirements

What you’ll need

2+ years of client service or administrative support experience in financial services, estate planning, or wealth management.
Exceptional organizational skills with attention to detail.
Comfortable using CRM software, scheduling tools, and Microsoft Office Suite.
Clear, professional communication style—both written and verbal.
Empathy, discretion, and adaptability when working with clients across various backgrounds.
Handle sensitive financial and personal information with the utmost confidentiality.
Associate’s or Bachelor’s degree in Business, Finance, or related field (or equivalent work experience) preferred.

Benefits

Comp & perks

Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and foster.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

client serviceadministrative supportCRM data entryaccount setupdocument reviewprocess improvementsscheduling consultationsclient communicationsnotarizationsattention to detail

Soft Skills

organizational skillsprofessional communicationempathydiscretionadaptability