Strategic Client Coordinator - Wealth Mgmt & Exec Support

Roklyn Consulting; Pleasanton (CA); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Bonus structure

401(k) match

Profit sharing

Modified workweek: Mon–Thu 9h, Fri 4h

Job summary

Roklyn Consulting's client, a boutique financial planning firm in Pleasanton, seeks a high-level Client Coordinator to oversee relationship management, scheduling, and executive support. This pivotal role supports growth as the current coordinator retires.

The position offers a modified workweek (Mon–Thu 9-hour days; Fri 4 hours) with a bonus plan and 401(k)/profit-sharing benefits, and requires 3+ years in Customer Service or EA with financial services experience a plus.

Qualifications

• 3+ years in customer service or as an executive assistant; financial services experience a plus.
• Proficiency with Microsoft Office; DocuSign and Wealthbox CRM preferred.
• Base salary 60–75k, negotiable; bonus, 401(k) matching and profit sharing.

Responsibilities

• Manage full client lifecycle: scheduling appointments, notes review, and follow-up via phone/email.
• Maintain and optimize client data in the firm’s CRM systems daily.
• Act as primary contact between owner, clients and strategic partners; project a professional image.
• Coordinate travel and provide general administrative support; document management and office logistics.
• Prioritize projects, monitor progress, and escalate bottlenecks to ensure on-time delivery.

Skills

Organization

Relationship management

Executive support

Tools

Microsoft Office

DocuSign

Wealthbox CRM

Job description

Roklyn Consulting's client, a boutique financial planning firm in Pleasanton, seeks a high-level Client Coordinator to oversee relationship management, scheduling, and executive support. This pivotal role supports growth as the current coordinator retires.

The position offers a modified workweek (Mon–Thu 9-hour days; Fri 4 hours) with a bonus plan and 401(k)/profit-sharing benefits, and requires 3+ years in Customer Service or EA with financial services experience a plus.