Cain Watters & AssociatesFrisco, Texas, United States · Hybrid
$30/hr–$40/hr
Summary/Objective Reporting to the Senior Wealth Advisor, the Client Coordinator supports our wealth management team. This role is the operational backbone of the client experience — managing scheduling, communications, …
Skills: Client relations, Administrative support, Calendar management, CRM management, Communication
Dallas, Texas, United States · Hybrid
$55k–$99k/yr
Who We Are At Kyndryl, we run and reimagine the mission-critical technology systems that drive advantage for the world’s leading businesses. We are at the heart of progress; with proven expertise and a continuous flow of…
Skills: Sales operations, Data analysis, Reporting, Forecasting, Business analytics
Allen, Texas, United States · On-site
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our c…
Skills: Customer relationship building, Financial services, Cash handling, Account opening, Active listening
Frisco, Texas, United States · Hybrid
$136k–$204k/yr
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers –…
Skills: Internal Audit, Risk Advisory, SOX Compliance, Enterprise Risk Management, Governance
Frisco, Texas, United States · On-site
Welcome! Interested in becoming a Ranger? Read more. At RangeWater, we look for people who show up and work together to achieve success and make positive impacts on the lives we touch and enrich the communities we serve,…
Skills: Property management, Financial reporting, Leasing, Marketing, Customer service
Charlotte, North Carolina, United States · On-site
$26/hr–$35/hr
The Customer Service Specialist II is responsible for handling questions, comments, and complaints regarding the company's products or services. Under supervision, this job is the first line of support to resolve routine…
Skills: Customer service, Time management, Written communication, Problem solving, Critical thinking
Charlotte, North Carolina, United States · Hybrid
$72k–$77k/yr
Client Outreach Retention Consultant The Client Outreach Retention Consultant works with clients who have indicated intent to transfer funds from the organization for purposes other than income. Under general supervision…
Skills: Business development, Client relationship management, Collaboration, Consultative communication, Continuous improvement mindset
Dallas, Texas, United States · On-site
$74k–$97k/yr
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers –…
Skills: Property tax, Tax filings, Appeals, Property valuation, Freeport exemption
San Francisco, California, United States · Hybrid
$173k–$297k/yr
Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation fi…
Skills: Offensive Security, Penetration Testing, Red Teaming, AI-assisted security, Adversary Emulation
Frisco, Texas, United States · Hybrid
For more than 45 years, Careington International has been a leader in the health and wellness benefits space. Since its founding in 1979, Careington has been delivering dental discount solutions as its core competency. T…
Skills: Accounting, Financial Reporting, Team Leadership, Financial Strategy, Internal Controls
Frisco, Texas, United States · On-site
Benefits: Earned Wage Access Bonus based on performance Competitive salary Employee discounts Flexible schedule Opportunity for advancement Signing bonus Training & development Seeking a job that fits around your life? L…
Skills: Customer service, Communication skills, Interpersonal skills, Computer skills, Tax preparation
Frisco, Texas, United States · Remote OK
$98k–$134k/yr
Benefits: 401(k) 401(k) matching Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Seeking Both Seasoned In…
Skills: Insurance sales, Business development, Client service, Financial services, Communication
Frisco, Texas, United States · On-site
$184k–$331k/yr
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers –…
Skills: Real estate valuation, Financial analysis, Business development, Engagement management, Discounted cash flows
Fort Worth, Texas, United States · On-site
$59k–$70k/yr
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Educational Employees Credit Union invites you to join ou…
Skills: Financial planning, Investment sales, Consultative sales, Relationship management, Customer service
Chicago, Illinois, United States · On-site
$182k–$345k/yr
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers –…
Skills: Strategic planning, Managed services, Industrial products, Dealership operations, Business development
Atlanta, Georgia, United States · Hybrid
About NCR Atleos NCR Atleos, headquartered in Atlanta, is a leader in expanding financial access. Our dedicated 20,000 employees optimize the branch, improve operational efficiency and maximize self-service availability …
Skills: Kyriba, Oracle Fusion Cloud, Treasury Management Systems, Financial Systems Analysis, SQL
Frisco, Texas, United States · Hybrid
$182k–$345k/yr
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers –…
Skills: Partnership Accounting, Financial Reporting, Cash Management, Wealth Strategies, Business Development
Charlotte, North Carolina, United States · Hybrid
$87k–$120k/yr
The Business Continuous Improvement Mgmt job facilitates the operations of improvement projects from initial research and assessment stages through the transition and implementation phases. Working under limited supervis…
Skills: Business process improvement, Power BI, Snowflake, Change management, Program management
Frisco, Texas, United States · On-site
* Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate customer relationships, new and existing account hold…
Skills: Customer Service, Cash Handling, Sales, Cross-selling, Transaction Processing
Frisco, Texas, United States · Hybrid
For more than 45 years, Careington International has been a leader in the health and wellness benefits space. Since its founding in 1979, Careington has been delivering dental discount solutions as its core competency. T…
Skills: Data entry, Payment processing, Commission reporting, Agent support, Customer service
Cain Watters & Associates
Frisco, Texas, United States • Hybrid
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
The Client Coordinator serves as the primary point of contact for clients, managing communications, scheduling, and administrative workflows for wealth advisors. They are responsible for processing account documentation, maintaining CRM records, and supporting the overall operational efficiency of the practice.
Candidates must have a high school diploma with at least 3 years of experience in an administrative or client service role, preferably within financial services. Proficiency in Microsoft Office and strong organizational skills are required to manage multiple priorities in a fast-paced environment.
Summary/Objective
Reporting to the Senior Wealth Advisor, the Client Coordinator supports our wealth management team. This role is the operational backbone of the client experience — managing scheduling, communications, and administrative workflows for advisors while serving as a warm, professional first point of contact for clients. The ideal candidate is highly organized and personable, who thrives in a fast-paced, detail-oriented environment and takes pride in keeping a busy advisory practice running smoothly.
Essential Functions
Serve as the primary point of contact for clients, delivering exceptional service by managing communications, coordinating meetings, and supporting a professional and welcoming client experience.
Provide administrative and operational support to advisors by managing calendars, preparing meeting materials, coordinating follow-up activities, and assisting with correspondence, reports, and presentations.
Process and maintain client account documentation, including new account setup, account maintenance requests, transfers, and CRM records, ensuring accuracy, completeness, and timely execution.
Support the efficient operation of the wealth management practice by coordinating office administration, vendor relationships, travel arrangements, firm events, and other team support activities.
Maintain strict confidentiality and compliance standards while handling sensitive client information, documentation, and communications in accordance with firm policies and regulatory requirements.
Responsibilities & Duties
Serve as the primary point of contact for incoming client calls, emails, and office visits, providing a professional and welcoming client experience
Manage advisor calendars, schedule and confirm client meetings, and coordinate logistics for in-office and virtual appointments
Prepare meeting materials, including account summaries, agendas, and client documentation, in advance of advisor meetings
Process and track new account paperwork, account maintenance requests, and transfer documentation, ensuring accuracy and timely completion
Maintain and update client records and contact information in the CRM system
Coordinate follow-up tasks after client meetings, including sending summaries, action items, and requested documents
Assist with the preparation of correspondence, presentations, and reports for advisors and clients
Support event planning and coordination for client appreciation events, seminars, and firm functions
Manage office administrative functions, including supply ordering, vendor coordination, and mail/document handling
Assist with travel arrangements and expense reporting for advisors as needed
Uphold strict confidentiality and compliance standards when handling sensitive client and financial information
Provide general administrative support to the wealth management team, including filing, data entry, and document preparation
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 & Experience
Required
High school diploma required; Associate's or Bachelor's degree preferred
3+ years of experience as an executive assistant, client service coordinator, or administrative professional, ideally in financial services, legal, or professional services
Exceptional organizational skills with the ability to manage multiple priorities and deadlines simultaneously
Strong written and verbal communication skills with a polished, client-facing demeanor
Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint); experience with CRM systems a plus
High degree of discretion and professionalism when handling confidential client information
Strong attention to detail and follow-through
Ability to work both independently and collaboratively in a team-oriented environment
Preferred
Prior experience supporting financial advisors, wealth managers, or in a registered investment advisory (RIA) environment
Familiarity with custodial platforms (Schwab, Fidelity, etc.) and financial planning software
Notary certification a plus
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 & Expected Hours of Work
This is a full-time, non-exempt position. Days and hours of work are Monday through Friday 8:00 a.m. to 5 p.m. Some remote work and flexibility in hours is 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: $30.00/hr - Maximum: $40.00/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)
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.
Providing CPA and Financial Services to Dentists Nationwide
Since 1984, Cain Watters & Associates (CWA) has helped dental professionals realize their financial potential. Thousands of dentists in all 50 states rely on our comprehensive financial services to help improve practice profitability and accumulate wealth. Our financial planning teams use sound accounting practices, proactive tax planning, and money growth strategies to help reach our clients’ short- and long-term goals. Success begins with our people. Create a career you’re proud of at CWA: https://vimeo.com/1088077751 Consistently named on Forbes Top Accounting and Tax Firms and Accounting Today and Inside Public Accounting list of Top 100 Firms, CWA is recognized annually by respected industry publications. For our complete list of awards, please visit cainwatters.com/disclosures Cain, Watters and Associates, LLC is a Registered Investment Advisor with the Securities and Exchange Commission (SEC) (CRD # 111521). Full disclosure: cainwatters.com/disclosures
Offices: 17 Cowboys Way, Suite 300, Frisco, Texas 75034, US
Based on 222 listings with disclosed salaries, most finance & accounting jobs in Frisco, TX pay between $59k–$198k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 363 open finance & accounting positions in Frisco, TX listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Baker Tilly US, TIAA, Thomson Reuters, Keurig Dr Pepper Inc., Public Storage, among others. Browse the listings above to see every active employer.
Yes — 189 of the 363 open finance & accounting positions offer remote or hybrid work (34 remote, 155 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
