Customer Service Specialist

Client Relationship Manager (Coordinator Role) — El Paso, TX

Full-Time • In-Person • Monday–Friday

We're growing — and we’re looking for someone who genuinely loves people, loves details, and wants to make a real, positive difference in clients’ lives. Crown Wealth Strategies is built on trust, service, and community here in El Paso, and we’re looking for someone who shares those values. If helping others feel supported and cared for inspires you, you’ll feel right at home with us.

Company Description

Crown Wealth Strategies is a financial services practice dedicated to helping families and business owners in El Paso build stronger financial futures. We provide insurance planning, retirement strategies, college funding, income planning, and long-term financial guidance. Our advisory team delivers high-integrity, personalized service, and we’re looking for someone who shares that same commitment to excellence.

Role Description

We are hiring a full-time, on-site Client Relationship Manager (operationally functioning as a Client Relationship Coordinator). This person is the central support for our clients and advisors — the one who keeps everything running smoothly and ensures clients always feel informed and cared for.

Key responsibilities include:

• Supporting new client onboarding

• Preparing paperwork, forms, and meeting materials

• Tracking applications, follow-ups, and pending business

• Managing client service requests and updates

• Coordinating with our service center to resolve account issues

• Maintaining organized client files and documentation

• Keeping advisors prepared and client meetings on track

• Building warm, professional client relationships

Qualifications

• Excellent communication and interpersonal skills

• Ability to build rapport and support long-term relationships

• Strong organizational and follow-through abilities

• Detail-oriented with good problem-solving skills

• Experience in financial or insurance services (preferred)

• Understanding of investment or insurance concepts (a plus, not required)

• Ability to manage multiple tasks and stay composed under deadlines

• Bachelor’s degree in Finance, Business, or related field (preferred)

• Series 6, 7, or 63 licenses (a plus)

• Spanish fluency (a plus)

Who Thrives in This Role

Someone who is professional, friendly, organized, and enjoys being the person clients rely on. You like making things run smoothly, supporting a team, staying ahead of details, and creating an excellent experience for everyone who interacts with the firm.

Compensation & Benefits

We offer a comprehensive package including:

• Salary starting at $36,000 depending on experience

• Bonus opportunities

• Simple IRA with company match

• Health insurance stipend

• Paid time off

• Flexibility and a supportive work environment

How to Apply

You can apply directly through LinkedIn or email your résumé to emetzger@crownws.com

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We look forward to connecting with you.