Client Services Representative

The Client Services Coordinator serves as a key liaison for our clients and advisors, playing a pivotal role in delivering a high-touch, personalized experience for individuals and families navigating legacy planning. This role blends administrative expertise with client-facing responsibilities to ensure every aspect of the legacy wealth strategy process—from onboarding to ongoing support—is smooth, respectful, and impactful. This role is hybrid and will be based out of our Dallas, TX office hub location.