Concierge

Job Description

Job Description

Job Title: Client Engagement & Outreach Coordinator

Location: Walnut Creek, CA
Pay Range: $23-$25/hr DOE
Work Schedule: Approximately 16 hours per week to start; schedule to be established upon hire. Monthly hours may vary.
Employment Type: Part Time
Work Arrangement: Primarily Onsite with occasional travel to events and client locations.
Hire Type: Temp to Hire

We are actively seeking a Client Engagement & Outreach Coordinator to join a professional services organization. In this highly visible role, you will create exceptional first impressions for clients, referral partners, and community contacts while supporting outreach initiatives, administrative operations, and marketing activities. If you enjoy building relationships, staying organized, and contributing to a mission-driven environment, this position offers the opportunity to make a meaningful impact while developing a broad range of professional skills.

Reasons to Join This Team

• Play a key role in shaping positive client and community experiences.
• Gain exposure to client relations, marketing, outreach, and executive support responsibilities.
• Work closely with leadership and contribute to important organizational initiatives.
• Join a collaborative environment that values professionalism, communication, and service excellence.
• Enjoy a varied position that combines relationship building with operational support.

What You'll Be Responsible For

• Serve as the welcoming first point of contact for incoming inquiries by phone, email, website forms, and other communication channels.
• Connect with prospective clients and referral sources to gather information and assist with appointment scheduling.
• Monitor voicemail messages and online inquiries daily to ensure timely follow-up and outstanding customer service.
• Maintain accurate CRM records, contact databases, and outreach activity documentation.
• Research requested information and relay relevant details to organizational leadership.
• Process incoming mail and highlight important items requiring attention.
• Coordinate calendars, schedule meetings, and assist with meeting preparation and follow-up activities.
• Support social media, website updates, blog content, and other communication initiatives.
• Review, edit, and organize marketing materials, publications, workbooks, and outreach collateral.
• Assist with community outreach efforts, networking events, and relationship-building activities.
• Maintain organized filing systems, marketing resources, and administrative records.
• Contribute ideas and ongoing learning that support organizational goals and growth.

To Be Successful in This Role, You'll Bring

• REQUIRED: Previous 2+ years’ experience in customer service, client relations, administrative support, outreach coordination, marketing support, or a related field.
• R EQUIRED : Intermediate or advanced proficiency with Microsoft Outlook, Word, and Excel.
• REQUIRED: Experience using social media platforms and digital communication tools.
• Associate's degree with relevant experience or Bachelor's degree preferred.
• Interest in estates, trusts, elder care, nonprofit organizations, or professional services environments.
• Strong verbal and written communication skills with a polished and professional demeanor.
• Ability to learn new software platforms and adapt to changing priorities.
• Excellent organizational skills, attention to detail, and follow-through.
• Valid driver's license, acceptable driving record, and automobile insurance.
• Ability to successfully complete background and reference checks.

Help Create Outstanding Client Experiences

Start by applying.

Dynamic’s benefits and leave programs for Temporary and Temp to Hire Associates are provided in our employee handbook and are reviewed during onboarding and follow state, local, and federal laws. Eligibility and accrual rates may vary based on work location and employment status.

Dynamic provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.