Client Services Coordinator Walnut Creek, CA

Client Services Coordinator

We are looking for a Client Services Coordinator to support a high-touch wealth management environment in Walnut Creek, California. This role is ideal for someone who enjoys building strong client relationships, coordinating detailed account activity, and ensuring a seamless service experience for high-net-worth individuals and families. The position works closely with advisors and operational partners to keep client requests moving efficiently and accurately.

Responsibilities:

• Work alongside Wealth Advisors to deliver responsive, personalized support for high-net-worth clients and their households.
• Coordinate new client setup, account establishment, and ongoing updates for a range of account structures, including retirement and trust accounts.
• Handle transfer requests, cash disbursements, required minimum distributions, and charitable distribution activity in a timely manner.
• Prepare, review, and submit custodian forms and client documents while maintaining strong attention to detail throughout each transaction.
• Support advisor meetings by assembling portfolio materials, organizing performance information, and helping produce quarterly client reporting.
• Keep client information current in Salesforce and contribute to accurate recordkeeping across service and account data.
• Partner with advisors, custodians, and internal support teams to resolve service requests and maintain a smooth client experience.