Wealth-Management Client Relations & Executive Support

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

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.