| Location | Pleasanton, California |
| Salary | $60,000–$75,000 Per Year |
Location: Pleasanton, CA (On-site with occasional flexibility)
Position Type: Full-Time, Modified Workweek (half day every Friday)
Our client, a boutique financial planning firm in Pleasanton, is seeking a high-level Client Relationship Coordinator. This is a pivotal role designed for a proactive professional who thrives on organization, relationship management, and executive support. You will serve as the "right hand" to the firm’s owner, ensuring the business operates seamlessly while delivering a premier experience to a loyal client base of individuals and families.
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.
Relationship Management & Client Liaison
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 ensure 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.
Experience: 4+ years of experience in Customer Service or as an Executive Assistant. Experience within Financial Services or Wealth Management is a significant plus.
Education: Bachelor’s degree required.
Technical Proficiency: Expert-level Microsoft Office skills. Proficiency with DocuSign and CRM platforms (e.g., Wealthbox) is preferred.
Entrepreneurial Mindset: A self-starter who embraces new opportunities and takes initiative without being asked.
Detail-Oriented: A natural planner who looks ahead, sees the "big picture," and maintains meticulous accuracy.
Communication: Highly personable and energetic, with the ability to handle multiple requests with speed and grace.
Base Salary: 60 - 75k - negotiable depending on experience.
Incentives: Results-based company bonus structure.
Retirement: Matching 401(k) and Profit-Sharing plan.
Modern Schedule: A modified 40-hour workweek consisting of 9-hour days (Mon–Thu) and a half-day (4 hours) every Friday.