Client Services Coordinator, Financial Advisory Support & CRM Operations
Overview
A Client Services Coordinator will own client service operations at scale for a Bay Area wealth management firm. You will enable financial advisors to deliver exceptional client experiences by coordinating meetings, preparing materials, and ensuring accurate records. You’ll work with a collaborative team focused on service excellence and professional growth. This role offers hybrid work options and a strong emphasis on relationship-building and process improvement.
What You'll Do10
- 1Build and manage advisor calendars, schedule meetings, reviews, and client appointments to ensure timely client touchpoints
- 2Design and prepare meeting materials and account review documentation to support advisor conversations
- 3Coordinate new account setup and ensure accurate completion of onboarding paperwork
- 4Move account maintenance transactions and money movement requests following established procedures
- 5Maintain accurate client records in CRM systems and support data integrity
- 6Partner with advisors and team members to improve operational efficiency and client satisfaction
- 7Assist with front office duties including reception support and client greetings
- 8Help coordinate client appreciation events, educational workshops, and company activities
- 9Contribute to process improvements that enhance service quality and team effectiveness
- 10Support a fast-paced environment with a focus on accuracy, responsiveness, and teamwork
Requirements8
- 12+ years of experience directly supporting financial advisors
- 2Proactive, service-focused mindset with strong problem-solving and relationship-building skills
- 3Tech-friendly with proficiency in Microsoft 365 and comfort with AI tools
- 4Strong organizational abilities and capacity to manage multiple priorities and deadlines
- 5Outstanding attention to detail and follow-through
- 6Experience in a fast-paced environment with a team-oriented approach
- 7Experience with financial services technology platforms including custodial systems, CRM tools, financial planning software, and electronic signature applications preferred
- 8Bachelor's degree preferred
Salary Insight
$70 - $100k per year
Location
Required Skills
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