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Business Administration Client Relationship Manager

Wealth-Management Client Relations & Executive Support

Job in Pleasanton, Alameda County, California, 94566, USA
Listing for: Roklyn Consulting
Full Time position
Listed on 2026-06-18
Job specializations:
  • Business
    Business Administration, Client Relationship Manager
  • Customer Service/HelpDesk
    Client Relationship Manager
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A boutique financial planning firm is seeking a Client Relationship Coordinator in Pleasanton, CA. The role demands a proactive individual with strong organizational and relationship management skills. Candidates should have 4+ years of experience in Customer Service or as an Executive Assistant, preferably in Financial Services. Responsibilities include managing projects, the client lifecycle, and the owner's schedule. This full-time position offers a competitive salary with incentives and a modern workweek structure.
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