Client Services Project Coordinator - Business Advisory Team
Dallas, TX
Full Time
Level Four Business Solutions
Mid Level
Our Team is growing, and we need you!
Come be a part of this disruption in the financial services marketplace!
By joining the Level Four family of companies, you’ll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas.
We offer:
The Business Solutions Client Experience Associate will manage the operational side of the client experience for the Level Four Business Solutions Practice across 20–40 active engagements. While our advisors deliver the services, you’ll handle everything behind the scenes to keep those engagements running smoothly to completion—overseeing workflows from onboarding and scheduling to communication, tracking, and follow-up. You’ll make sure internal team members and our clients stay organized, on track, and on time. This is accomplished by:
Essential responsibilities and tasks of the Business Solutions Client Experience Associate are:
Required
Come be a part of this disruption in the financial services marketplace!
By joining the Level Four family of companies, you’ll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas.
We offer:
- Casual Work Environment
- Generous Paid Time Off
- Flexible Work Schedule
- Great Benefits
- And More…
The Business Solutions Client Experience Associate will manage the operational side of the client experience for the Level Four Business Solutions Practice across 20–40 active engagements. While our advisors deliver the services, you’ll handle everything behind the scenes to keep those engagements running smoothly to completion—overseeing workflows from onboarding and scheduling to communication, tracking, and follow-up. You’ll make sure internal team members and our clients stay organized, on track, and on time. This is accomplished by:
- Owning the end-to-end client experience across 20–40 active engagements, from onboarding through delivery—keeping everything and everyone on track.
- Ensuring a smooth, timely, and consistent process for business owner clients by coordinating moving parts and managing structured workflows.
- Keeping both advisors and clients aligned, informed, and accountable through clear timelines, proactive follow-ups, and strong communication.
- Helping drive momentum by “managing up” confidently - ensuring busy team members stay focused and moving forward.
- Thriving as part of a collaborative, fun, and tight-knit team doing meaningful work with entrepreneurial clients.
For the first 6 months, this position will report to the Dallas office while training takes place. Hybrid work location is available thereafter.
Essential responsibilities and tasks of the Business Solutions Client Experience Associate are:
- Coordinate the full back-office operations of the client experience during onboarding and ongoing delivery tracking milestones, delivering task management, and keeping timelines on target.
- Keep clients and advisors aligned by proactively managing calendars, meetings, follow-ups, and deliverables.
- Maintain and enforce consistent, repeatable workflows across all projects.
- Ensure all action items from meetings are documented, tracked, and completed.
- Effectively leverage tools like Salesforce, Outlook, and Excel to organize tasks and manage client progress.
- Recommend and implement process improvements that drive clarity and efficiency.
- Serve as a bridge between the consulting team and departments like accounting, marketing, and insurance.
- Monitor invoicing and billing processes with attention to accuracy and follow-through.
- Manage outbound communications, including newsletters and client email updates.
- “Manage up” by providing structure and accountability to a busy team of advisors.
- Additional duties as required
Required
- 2+ years of experience in client-facing project coordination, administrative operations, or workflow management
- Experience with Salesforce/CRMs
- Proficient in Outlook, Word, Excel, and PowerPoint
- Strong organizational skills; enjoy managing tasks, people, and follow-through
- Proactive by nature- find satisfaction in staying ahead of deadlines and anticipating needs
- Enjoy checking things off a list and keeping tasks from slipping through the cracks
- Take pride in maintaining order, structure, and clarity in a busy environment
- Adept using task management tools to track progress and next steps
- Polished, professional written and verbal communication across internal teams and clients
- Detail-oriented, dependable, and thrive on managing multiple priorities at once
- Experience supporting two or more team members in a single role
- Experience in a professional services environment (e.g., consulting, wealth advisory, legal, life insurance)
- Find satisfaction in keeping shared folders, templates, and internal documents organized and easy to use
- Motivated by refining processes or improving tools that make work more efficient for everyone
- Take ownership of follow-ups with departments like marketing or accounting and stays with it until the deliverable is in hand
- Confident managing multiple calendars and coordinating meetings across time zones
- Experience managing newsletter lists
- Tendency to document how things work- through checklists, how-to guides, or SOPs
- Satisfaction in building templates or internal tools that bring structure to recurring tasks
- A knack for formatting documents, slide decks, or internal playbooks for clarity and professionalism
- Enjoyment in creating clean, fillable forms (like JotForms or PDFs) that improve workflows
- Comfort using web-based tools and platforms to manage information, streamline communication, or support internal processes
- Familiarity with simple automation tools (such as Zapier or conditional logic forms) to reduce repetitive work
- Exposure to project management tools such as Gantt charts or resource planning platforms
- Experience using AI tools to streamline or simplify manual tasks
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