Strategic Client Coordinator - Wealth Mgmt & Exec
Listed on 2026-10-06
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Finance & Banking
Business Administration
Roklyn Consulting's client, a boutique financial planning firm in Pleasanton, seeks a high-level Client Coordinator to oversee relationship management, scheduling, and executive support. This pivotal role supports growth as the current coordinator retires.
The position offers a modified workweek (Mon–Thu 9-hour days; Fri 4 hours) with a bonus plan and 401(k)/profit-sharing benefits, and requires 3+ years in Customer Service or EA with financial services experience a plus.
Join us at Roklyn Consulting as our next Strategic Client Coordinator
- Wealth Mgmt & Exec Support in Pleasanton, CA, United States.
Full responsibilities and requirements are described in the listing above.
Learn more about the Strategic Client Coordinator
- Wealth Mgmt & Exec Support role in the description above.
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