• Client Services Coordinator

    Job ID
    McKinney West
    6751 Virginia Parkway
    # of Openings
    City, State
  • Overview

    Independent Bank provides a wide range of commercial and consumer banking solutions powered by people who value lasting relationships and commitment to community. We are founded on the belief that we have a deep responsibility to solve problems and build healthy communities. Our unique brand of banking is delivered by dedicated employees, who share an honest desire to make a lasting and positive impact. Come join us!


    The Client Services Coordinator will provide support to a Financial Advisor along with helping to build member relationships. This position is ideal for a well-organized person who enjoys multi-tasking and working with technology and people. Daily office administration duties include overseeing appointments setting and schedules, and processing deposits and transactions. This position will work directly with clients on a very personal and confidential level.


    • Responsible for support and coordination of all activities related to client service, processing of paperwork and coordination of business development activities, as well as for a contribution to sales if appropriately licensed
    • Assist in the development of a book of business through effective prospecting and client relationships
    • Resource on a wide array of products to support clients’ financial needs
    • Open new investment accounts, preparation of life insurance applications, client, developing financial plans
    • Involvement in active client interaction to provide platinum level service
    • Create and prepare paperwork for account and contracts
    • Input client data, maintain client files and data
    • Help in preparation for audits and regulatory visits
    • Perform other job related duties as assigned


    • High school diploma or equivalent education, required
    • 1-2 years Administrative Assistant experience, required
    • Computer proficiency with knowledge of Microsoft Office Suite applications required
    • Some college, Preferred
    • Experience providing assistance to financial advisors, preferred
    • Experience is a support, sales, or administrative capacity, preferably in a financial service or sales environment, preferred
    • The aptitude to learn and understand the financial services industry
    • Ability to deepen existing client relationships
    • Ability to adapt to changing work environment
    • Must have reliable attendance
    • Meticulous attention to detail and time management
    • Ability to self-manage to complete a project or complete a process
    • Demonstrate general knowledge of Bank Secrecy Act and OFAC related responsibilities in the performance of daily operations to ensure adherence to bank policies and compliance with all regulatory requirements




    Our unique brand of banking extends from the Gulf Coast of Texas to the Rocky Mountains. We are an $8 billion dollar community-centric institution providing a wide range of relationship-driven commercial banking products and services tailored to meet the needs of businesses, professional organizations, community groups and entrepreneurs. We also offer a full line of personal financial products and services to make banking easy for busy families and individuals.




    Principled financial decisions ~ Building strong, healthy communities ~ Leading with a courageous heart ~ Resilient Solutions ~ Thriving relationships


    The Bank provides capital and guidance to foster growth, bring new ideas to life, and energize local businesses. We accomplish these goals by funding projects such as medical facilities, warehouse space, and hospitality and education venues. By developing strong relationships and a deep understanding of your industry, our team offers a proactive approach to business banking.


    We continue to be named Best Bank within many of the communities we serve. Recently, Independent Bank was named a Community Bankers Cup winner for the fifth consecutive year; a Top 75 Producing Lender Nationwide; a Top 50 Performer by the Dallas Business Journal; and one of the Healthiest Employers in both North Texas and Central Texas.


    The Bank builds community on two fronts: by helping create economic development and by partnering within the community. It all begins by empowering our employees. We encourage our people to follow their passion and volunteer. And we back that up through formal giving programs.




    To make an impact on the communities we serve through high-performance, purpose-driven banking.




    To be considered for this position, you must at least meet the basic qualifications.


    No phone calls or direct e-mails please.


    Pre-employment background screening will be conducted.


    Independent Bank is an EEO/AA - M/F/Disability/Protected Veteran Status.


    Note: The job description does not constitute an employment agreement between the employer and employee. The above statements describe the general nature and level of work being performed within this classification. It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities, and qualifications required of employees assigned to this job. If you require assistance at any stage of the employment application process due to a disability, please contact Human Resources at 214-544-4777.


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