Client Planning Operations Specialist

We are seeking a reliable and detail-driven Client Planning Operations Specialist to support clients with organizing, coordinating, and confirming personalized arrangements. This role is well suited for candidates in California who value structure, accuracy, and delivering a high standard of service in a professional environment.

In this position, you will work directly with clients to gather preferences, timelines, and requirements, then research and coordinate appropriate options using approved systems and resources. You will be responsible for ensuring all details are documented correctly, reservations are confirmed accurately, and clients receive clear communication throughout the planning process. The ability to manage multiple requests while maintaining attention to detail is essential.

Key Responsibilities

• Communicate with clients to understand needs, schedules, and expectations

• Research accommodations, transportation, and experience options

• Coordinate and confirm reservations and planning details

• Prepare organized itineraries, confirmations, and documentation

• Support updates or changes when required

• Maintain accurate client records and internal notes

Qualifications

• Strong communication and organizational skills

• High attention to detail and follow-through

• Customer service, coordination, or hospitality experience preferred

What We Offer

• Flexible work structure

• Training and ongoing support

• Access to professional planning tools

• Growth opportunities within a stable team