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.
Skills Required
- High school diploma or equivalent
- Ability to quickly learn new technologies and accurately input data
- Proficiency in Microsoft Office, particularly Microsoft Excel
- Ability to maintain confidentiality
- Strong organizational and analytical skills
- Thoroughness and attention to detail
- Ability to work independently and manage multiple priorities
- High motivation and positive attitude
What We Do
Cain Watters & Associates (CWA) is a financial-services and accounting firm focused on dentists, dental practices, and business owners nationwide. Founded in 1984, it provides CPA and accounting services, proactive tax planning, financial and retirement planning, estate and risk solutions, practice-transition guidance, and investment advisory services. Its mission is to help clients improve practice profitability, build wealth, and achieve long-term financial goals through specialized expertise and education.
