Client Experience & Relationships Coordinator

Jambalaya Group; Arcadia (CA); On-site; USD 43,000 - 52,000; Full time

Benefits offered by this job

Competitive salary

$31.00-$38.00/hour (Non-Exempt)

Full-time position

Employer-subsidized medical and dental

401(k) plan

Discretionary profit-sharing

Discretionary performance bonus

Paid holidays and personal time off

Long-term career growth opportunities

Job summary

Angeles Wealth Group in Arcadia, CA is seeking a Client Relationship Coordinator to be the primary contact for client service needs and to support the advisors with account management and daily practice operations.

The role emphasizes building trusted relationships, maintaining accurate client records in the CRM, coordinating client meetings with advisors, and delivering a seamless, white-glove client experience across onboarding and ongoing service.

Qualifications

• Bachelor's degree required.
• Four+ years of client service, office management, or related role.
• Experience supporting high-net-worth clients in a fast-paced environment.
• Experience managing complex calendars and scheduling.
• Financial services industry experience strongly preferred.

Responsibilities

• Deliver exceptional client service and prompt professional communication.
• Coordinate client meetings and manage advisor calendars.
• Guide clients through onboarding and ensure accurate account setup.
• Maintain client records in the CRM and ensure compliance.
• Support advisors with administrative projects and daily operations.
• Utilize practice technology and marketing resources to enhance the client experience.

Skills

Client service experience

Calendar management

Strong communication skills

Team collaboration

Education

Bachelor's degree

Tools

CRM systems

Microsoft Office

Job description

Angeles Wealth Group in Arcadia, CA is seeking a Client Relationship Coordinator to be the primary contact for client service needs and to support the advisors with account management and daily practice operations.

The role emphasizes building trusted relationships, maintaining accurate client records in the CRM, coordinating client meetings with advisors, and delivering a seamless, white-glove client experience across onboarding and ongoing service.