Top 532 Client coordinator Jobs in Prosper, Tx

Client Success Coordinator
Cain Watters & Associates, LLC —Frisco, TX
- $20 - $25 an hour
- Full-time
- Hybrid work
- Urgent Care
- Office
- High school diploma or GED
- Paid parental leave
- Health savings account
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3d
Community Coordinator
Lucid Private Offices —McKinney, TX
- $40,000 a year
- No weekends
- Microsoft Excel
- Microsoft Outlook
- Office
- Paid holidays
- Health insurance
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Client & Operations Coordinator
Contractor Staffing Source —Celina, TX
- $50,000 - $65,000 a year
- Full-time
- Background check
- Spanish
- Microsoft Excel
- Health insurance
- Dental insurance
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7d
Client Lab Coordinator - Oncology I
Quest Diagnostics —Lewisville, TX
- From $23.56 an hour
- Full-time
- Microsoft Outlook
- High school diploma or GED
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Quick Apply
6d
Home Care Scheduling Coordinator
Homewatch CareGivers of North Dallas —Dallas, TX
- $50,000 - $60,000 a year
- Overtime
- Word processing
- Mid-level
- Office
- Paid time off
- Opportunities for advancement
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5d
Director of First Impressions & Client Experience Coordinator
Contractor Staffing Source —Celina, TX
- $50,000 - $65,000 a year
- Full-time
- Background check
- Spanish
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
7d
Care Coordinator
Fountain Life —The Colony, TX
- $50,000 - $55,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- Experience equivalent to degree accepted
- Health insurance
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Administrative Coordinator
Waterway Engineering —Flower Mound, TX
- $27 - $33 an hour
- Full-time
- Background check
- Customer service
- Word processing
- 401(k)
- 401(k) matching
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Pay Application Coordinator
Cumming Group Gallagher —Richardson, TX
- Full-time
- Writing skills
- Mid-level
- High school diploma or GED
- Paid holidays
- Disability insurance
Personal Assistant/ Bilingual Spanish Speaking Caregiver
Cerna Home Care —Providence Village, TX
- $18 - $20 an hour
- Part-time
- Bilingual
- Spanish
- CPR Certification
- COVID-19 protective measures
- Health insurance
Quick Apply
Electrical Project Coordinator
Dozer Electrical LLC —Plano, TX
- From $68,655.78 a year
- Full-time
- Hybrid work
- Construction site
- US work authorization
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply
5d
Install Technician
Flores Technical Services —Dallas, TX
- $27 - $32 an hour
- Mid-level
- Computer skills
- 2 years
- Paid holidays
- Disability insurance
6d
Senior Bilingual Med Spa Front Desk & Client Coordinator (4+ years experience required)
WELL ERA MED SPA —Dallas, TX
- $20 - $23 an hour
- Full-time
- Spanish
- English
- Mid-level
Quick Apply
1d
Zillow Flex Real Estate Agent
Regal Realtors —Frisco, TX
- $48,226.91 - $196,492.21 a year
- Weekends as needed
- Contracts
- Entry level
- Flexible schedule
Zillow Flex Real Estate Agent
Regal Realtors —Plano, TX
- $48,226.91 - $196,492.21 a year
- Weekends as needed
- Contracts
- Entry level
- Flexible schedule
Zillow Flex Real Estate Agent
Regal Realtors —Denton, TX
- $48,226.91 - $196,492.21 a year
- Weekends as needed
- Contracts
- Entry level
- Flexible schedule
Clinical Educator – Behavioral Health – Full time
Texas Health Resources —Dallas, TX
- $94,140.80 - $146,390.40 a year
- Full-time
- Nursing
- RN License
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Zillow Flex Real Estate Agent
Regal Realtors —Carrollton, TX
- $48,226.91 - $196,492.21 a year
- Weekends as needed
- Contracts
- Entry level
- Flexible schedule
Logistics and Transportation Coordinator
Abba Staffing & Consulting —Lewisville, TX
- $25 an hour
- Overtime
- Clean driving record
- Mid-level
- 3 years
Quick Apply
12d
Safety Coordinator
Egnite Electric LLC —Carrollton, TX
- Full-time
- Hybrid work
- CPR Certification
- Construction site
- Mid-level
- Paid holidays
- Health insurance
Quick Apply

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client coordinator jobs near prosper, tx

Client Success Coordinator

Cain Watters & Associates, LLC -
Frisco, TX

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Job Details

Full-time
$20 - $25 an hour
3 days ago

Benefits

Paid parental leave
Health savings account
Paid holidays
Disability insurance
Health insurance
Unlimited paid time off
Dental insurance
401(k)
Parental leave
Vision insurance
Life insurance

Qualifications

Confidential information handling
Spreadsheets
High school diploma or GED
Productivity software

Full Job Description

Summary/Objective

Reporting to the Client Success Supervisor, the Client Success Coordinator is responsible for assisting the Client Success Specialists with gathering and providing new client data to the financial planning department (balance sheets, GLs, investment statements, etc.) while maintaining confidentiality of client information.

Essential Functions

Maintain various financial planning systems by entering new and updated client account information which may include financial statements, investment holdings, debt schedule, personal lifestyles, and insurance policies
Maintain client confidence and protects the Firm by keeping information confidential
Maintain data entry requirements by following Firm processes and procedures
Communicate with Client Success Specialist to ensure information is accurate and up to date

Responsibilities and Duties

Review client documents and prepare source data for computer entry by compiling and sorting information
Process client and account source documents by reviewing data for deficiencies
Verify entered client and account data by reviewing, correcting, deleting, or reentering data
Purge files as needed to eliminate duplication of data
Assist Client Success Specialist as needed with communication to securely submit information to third parties
Execute administrative tasks required when the Client Success Team receives new clients
Maintain client database by adding new clients and updating existing client & entity information

This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.

Education and Experience

High School diploma or equivalent
Established ability to quickly learn new technologies and accurately input data
Proficient in Microsoft Office; particularly Microsoft Excel
Proven ability to maintain confidentiality
Strong organizational and analytical skills
Extreme thoroughness and attention to detail
Ability to work independently and manage multiple priorities
Must be highly motivated and have a positive attitude

Travel

No travel is expected for this position.

Work Environment

This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands

This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.

Position Type and Expected Hours of Work

This is a full-time, non-exempt position. Days and hours of work are Monday through Friday 8:30 a.m. to 5 p.m. Some flexibility in hours and ability to work remotely may be allowed based on management’s approval.

Job Compensation & Benefits
Through our competitive compensation and benefits program, we seek to attract, retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change.

Compensation
Minimum: $20.00/hr - Maximum: $25.00/hr USD

Benefits

Heavily subsidized medical insurance options

Generous employer HSA contributions

100% employer-paid Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health

Dental and Vision plans

Unlimited PTO

Organization-paid holidays, including an extended Winter Break

Safe Harbor 401k Plan

Employer-paid professional dues, licenses, and renewals

Continuing Education resources

Family Planning Assistance Program and Paid Parental Leave

Subsidized fitness programs

CWA has consistently been recognized from rating services and publications such as:

INSIDE Public Accounting - Top 100 Firms (2022, 2023, 2024)

Top Workplaces - Financial Services (2024)

Top Workplaces - Culture Excellence (2024)

Accounting Today - Top Firm by AUM (2024)

USA Today - Top Workplaces (2024, 2025)

Accounting Today - Top 100 Firms (2022, 2023, 2026)

Forbes America's Best Tax & Accounting Firms (2022, 2023)

INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)

Dallas Morning News - Top Workplace (2022, 2023)

Accounting Today - Beyond Top 100: Firms to Watch (2020)

Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020)

INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020)

INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020)

Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at [email protected]. Your concerns will be handled with the utmost confidentiality and care.

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Refine Your Search

client coordinator jobs in prosper, tx

Client Success Coordinator

Community Coordinator

Client & Operations Coordinator

Client Lab Coordinator - Oncology I

Home Care Scheduling Coordinator

Director of First Impressions & Client Experience Coordinator

Care Coordinator

Administrative Coordinator

Pay Application Coordinator

Personal Assistant/ Bilingual Spanish Speaking Caregiver

Electrical Project Coordinator

Install Technician

Senior Bilingual Med Spa Front Desk & Client Coordinator (4+ years experience required)

Zillow Flex Real Estate Agent

Zillow Flex Real Estate Agent

Zillow Flex Real Estate Agent

Clinical Educator – Behavioral Health – Full time

Zillow Flex Real Estate Agent

Logistics and Transportation Coordinator

Safety Coordinator

I want to receive the latest job alert for client coordinator in prosper, tx

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