Client Services Coordinator

Our client, a boutique financial planning firm in Pleasanton, is seeking a high-level Client Coordinator
. This is a pivotal role designed for a proactive professional who thrives on organization, relationship management, and executive support.

** This position is for growth, the current Client Coordinator is retiring**

• Collaborate with the team to prioritize projects, troubleshoot bottlenecks, and provide frequent progress updates.
• Monitor and drive follow-through on all action items to ensure nothing falls through the cracks.
• Handle sensitive and confidential information with the highest degree of tact and discretion.
• Act as the primary point of contact between the owner, clients, and strategic partners.
• Project a professional, supportive, and sophisticated image in all client interactions.
• Manage the full client lifecycle: scheduling appointments, reviewing meeting notes, and executing follow-up actions via phone and email.
• Maintain and optimize client data within the firm’s CRM systems on a daily basis.

• Strategically manage the owner’s calendar to ensure focus on high-priority activities.
• Proactively anticipate needs and remain flexible to shifting priorities in a fast-paced environment.
• Coordinate travel arrangements and provide general administrative support, including document management and office logistics.

• Experience: 3+ years of experience in Customer Service or as an Executive Assistant. Experience with in Financial Services or Wealth Management is a significant plus.
• Technical Proficiency: Expert-level Microsoft Office skills. Proficiency with Docu Sign and CRM platforms (e.g.,
  Wealthbox
  ) is preferred.
• Base Salary: 60-75k, negotiable based on experience.
• Incentives: Results-based company bonus structure.
• Retirement: Matching 401(k) and Profit-Sharing plan.
• Modern
  
  Schedule:
  
  A modified workweek 9-hour days (Mon–Thu) and a half-day (4 hours) every Friday.