Client Service Coordinator - 22065

Job Description

Job Description

Client Service Coordinator – TalentZok

OVERVIEW  

Are you looking for a new career opportunity with an exciting company?! Then we've got the right team for you! In this role, you're responsible for the duties listed below.  

Immediate opening for a  Client Service Coordinator in  Temecula, CA  who possesses: 

• Excellent communication skills and front office experience (friendly, professional and eager to assist)
• MS Office proficiency – Word, Excel, CRM/Redtail, Docusign, as well as the ability to learn and navigate additional apps used for scheduling 
• Experience with some type of event planning is preferred

FULL DESCRIPTION :  

The selected candidate will be responsible for:

• Serve as the primary point of contact for incoming phone calls, emails, and general client inquiries, ensuring timely and professional responses.
• Greet clients warmly for in-office appointments and maintain a welcoming, professional office environment.
• Manage the firm's main email inbox and route messages appropriately.
• Coordinate and schedule client meetings, reviews, consultations, and internal meetings.
• Maintain advisor calendars with accuracy, minimizing conflicts and ensuring efficient time management.
• Send appointment confirmations, reminders, meeting details, and follow-up communications.
• Prepare and organize client files, forms, reports, and meeting materials.
• Perform data entry and updates in CRM systems to maintain accurate client records.
• Support administrative (non-licensed) portions of custodial paperwork and follow-ups.
• Manage incoming and outgoing mail, packages, and document deliveries.
• Assist with receiving, sorting, and distributing mail and packages.
• Maintain an organized, clean, and professional office environment.
• Maintain office equipment, including service and repair coordination.
• Order and restock office, kitchen, and general supplies as needed.
• Assist with planning and coordinating client appreciation events, workshops, seminars, and webinars, including logistics, invitations, RSVPs, and vendor coordination.
• Support marketing and client engagement initiatives such as newsletters, mailings, or communications, as assigned.
• Assist with facilitating payment of business bills, including rent, utilities, rotary dues, taxes, subscriptions, and other recurring expenses.
• Ensure timely processing of invoices through coordination with advisors or operations staff.
• Provide administrative and project support to financial advisors and operations staff as needed.
• Perform other duties as assigned.

The selected candidate will also possess:

• Excellent communication skills—professional, friendly, and client-focused.
• Strong organizational skills with attention to detail.
• Ability to manage schedules, multitask, and work efficiently in a fast-paced environment.
• Proficiency with computers, phone systems, scheduling tools, and basic office technology.
• Strong professionalism, discretion, and respect for confidential information.

Salary Range: $20.00 - $28.00/Hour

TalentZok was founded in 2008 and has been repeatedly recognized as one of San Diego County's fastest growing businesses. In 2025, we were named Business Journal's 'Best Places to Work'. Even as our competitors are scaling back and laying off staff, Simply Biotech is expanding to new markets and hiring additional staff in existing offices.

Company Description

TalentZok was founded in 2008 and has been repeatedly recognized as one of San Diego County's fastest growing businesses. In 2025, we were named Business Journal's 'Best Places to Work'. Even as our competitors are scaling back and laying off staff, Simply Biotech is expanding to new markets and hiring additional staff in existing offices.