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Office Administrator/ Coordinator Business Administration Client Relationship Manager

Wealth Operations Coordinator: Client Onboarding & Support

Job in Walnut Creek, Contra Costa County, California, 94598, USA
Listing for: Destination Wealth Management
Full Time position
Listed on 2026-03-01
Job specializations:
  • Business
    Office Administrator/ Coordinator, Business Administration, Client Relationship Manager
  • Customer Service/HelpDesk
    Office Administrator/ Coordinator, Client Relationship Manager
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Walnut Creek is searching for an Operations Coordinator to support Wealth Advisors and provide exceptional client service. The successful candidate will manage onboarding, assist with account operations, and communicate effectively with clients. Ideal applicants should possess a Bachelor’s in Business, 2-5 years of experience, and proficiency with tools like MS Office and Salesforce. Strong attention to detail and the ability to thrive in a fast-paced environment are critical.
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