Client Service & Administrative Coordinator

Benefits:

• 401(k)
• Employee discounts
• Paid time off

Location:

Upland

Employment Type:

Full-Time

Zapata Private Wealth Group is a growing financial services firm focused on delivering exceptional client experiences and long-term financial guidance. We pride ourselves on being organized, responsive, and relationship-driven.

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Join Zapata Private Wealth Group as a Client Service & Administrative Coordinator, where you'll play a vital role in supporting our clients and team. This dynamic position combines client interaction with essential administrative tasks in a fast‑paced environment.

• Manage client communications and inquiries with professionalism and efficiency.
• Coordinate and schedule client appointments, meetings, and events.
• Assist in preparing client documents, reports, and presentations.
• Maintain and update client records in our database accurately.
• Provide administrative support to financial advisors and team members.
• Help streamline office operations and improve client service processes.
• Respond to client requests promptly and ensure a high level of satisfaction.
• Participate in team meetings and contribute to a positive work environment.

• 2+ years of experience in client service or administrative roles, preferably in finance.
• Strong organizational skills with the ability to multitask effectively.
• Excellent verbal and written communication skills.
• Proficient in Microsoft Office Suite and CRM software.
• Detail-oriented with a commitment to providing exceptional service.
• Ability to work independently and as part of a collaborative team.
• Positive attitude and a customer‑first mindset.
• Relevant certifications or licenses are a plus.