Client Coordinator

Roklyn Consulting; Pleasanton (CA); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Results-based company bonus

Matching 401(k)

Profit-sharing plan

Job summary

A boutique financial planning firm is seeking a Client Relationship Coordinator in Pleasanton, CA. The role demands a proactive individual with strong organizational and relationship management skills. Candidates should have 4+ years of experience in Customer Service or as an Executive Assistant, preferably in Financial Services. Responsibilities include managing projects, the client lifecycle, and the owner's schedule. This full-time position offers a competitive salary with incentives and a modern workweek structure.

Qualifications

• Experience of 4+ years in Customer Service or as an Executive Assistant.
• Experience in Financial Services or Wealth Management is a plus.
• Proficient in Microsoft Office with advanced skills.

Responsibilities

• Collaborate with the team to prioritize projects and troubleshoot bottlenecks.
• Manage the full client lifecycle, including scheduling and follow-up.
• Strategically manage the owner's calendar and optimize their schedule.

Skills

Customer Service

Executive Support

Organization

Tools

Microsoft Office

DocuSign

Wealthbox

Job description

Location: Pleasanton, CA (On-site with occasional flexibility)

Position Type: Full-Time, Modified Workweek

Base pay range

$60,000.00/yr - $85,000.00/yr

Client Relationship Coordinator

Our client, a boutique financial planning firm in Pleasanton, is seeking a high-level Client Relationship Coordinator. The role requires a proactive professional who thrives on organization, relationship management, and executive support.

Core Responsibilities

Strategic Operations & Project Management

• Collaborate with the team to prioritize projects, troubleshoot bottlenecks, and provide frequent progress updates.
• Monitor and drive follow-through on all action items to ensure nothing falls through the cracks.
• Handle sensitive and confidential information with the highest degree of tact and discretion.
• Act as the primary point of contact between the owner, clients, and strategic partners.
• Project a professional, supportive, and sophisticated image in all client interactions.
• Manage the full client lifecycle: scheduling appointments, reviewing meeting notes, and executing follow-up actions via phone and email.
• Maintain and optimize client data within the firm’s CRM systems on a daily basis.

Executive Support & Schedule Optimization

• Strategically manage the owner’s calendar and gatekeep their time to focus on high-priority activities.
• Proactively anticipate needs and remain flexible to shifting priorities in a fast-paced environment.
• Coordinate travel arrangements and provide general administrative support, including document management and office logistics.

Required Qualifications & Talents

• Experience: 4+ years in Customer Service or as an Executive Assistant; experience within Financial Services or Wealth Management is a significant plus.
• Technical Proficiency: Expert-level Microsoft Office skills. Proficiency with DocuSign and CRM platforms (e.g., Wealthbox) is preferred.
• Base Salary: $60k–$75k, negotiable based on experience.
• Incentives: Results‑based company bonus structure.
• Retirement: Matching 401(k) and Profit‑Sharing plan.
• Modern Schedule: 9‑hour days (Mon–Thu) and a half‑day (4 hours) every Friday.