Client Experience & Operations Coordinator

The Corban Group; Anaheim (CA); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Salary range: $65k–$80k per year

401(k)

PTO

Job summary

The Corban Group, a fast-growing financial planning firm in Anaheim, CA, is seeking a highly organized Client Service Administrator to support administrative, client service, and operational workflows. The role focuses on delivering exceptional client experiences, managing onboarding, and maintaining detailed client records in Redtail CRM.

This position requires a Bachelor’s degree and 3+ years of administrative or client service experience, with a proactive, detail-oriented, and collaborative

Qualifications

• Bachelor’s degree is required.
• 3+ years’ administrative or client service experience.
• Strong written and verbal communication skills.
• Proven ability to manage multiple client requests and prioritize time-sensitive tasks.
• Ability to work independently and as part of a team with a self-starting attitude.
• Detail-oriented with meticulous documentation and client notes.

Responsibilities

• Answer phones and greet clients in a friendly manner.
• Schedule and confirm appointments and assist with calendar management.
• Provide beverages and hospitality to clients and guests.
• Build relationships with clients to drive engagement and business development.
• Prepare onboarding paperwork for new client relationships.
• Maintain client notes in the CRM system (Redtail).
• Process transactions and manage document handling.
• Maintain paper and electronic filing systems.
• Plan and execute client events and educational workshops.
• Support additional duties to uphold high service standards.

Skills

Excellent communication

Organizational skills

Self-starter

Collaborative

Attention to detail

Education

Bachelor's Degree

Tools

Redtail CRM

Job description

The Corban Group, a fast-growing financial planning firm in Anaheim, CA, is seeking a highly organized Client Service Administrator to support administrative, client service, and operational workflows. The role focuses on delivering exceptional client experiences, managing onboarding, and maintaining detailed client records in Redtail CRM.

This position requires a Bachelor’s degree and 3+ years of administrative or client service experience, with a proactive, detail-oriented, and collaborative