Client Service & Administrative Coordinator
Zapata Private Wealth Group
Job Description
Job Description
Client Service & Administrative Coordinator
Zapata Private Wealth Group
Location: Upland
⏱ Full-Time
About Us
Zapata Private Wealth Group is a growing financial services firm focused on delivering exceptional client experiences and long-term financial guidance. We pride ourselves on being organized, responsive, and relationship-driven.
About the Role:
Join Zapata Private Wealth Group as a Client Service & Administrative Coordinator, where you'll play a vital role in supporting our clients and team. This dynamic position combines client interaction with essential administrative tasks in a fast-paced environment.
Responsibilities:
- Manage client communications and inquiries with professionalism and efficiency.
- Coordinate and schedule client appointments, meetings, and events.
- Assist in preparing client documents, reports, and presentations.
- Maintain and update client records in our database accurately.
- Provide administrative support to financial advisors and team members.
- Help streamline office operations and improve client service processes.
- Respond to client requests promptly and ensure a high level of satisfaction.
- Participate in team meetings and contribute to a positive work environment.
Requirements:
- 2+ years of experience in client service or administrative roles, preferably in finance.
- Strong organizational skills with the ability to multitask effectively.
- Excellent verbal and written communication skills.
- Proficient in Microsoft Office Suite and CRM software.
- Detail-oriented with a commitment to providing exceptional service.
- Ability to work independently and as part of a collaborative team.
- Positive attitude and a customer-first mindset.
- Relevant certifications or licenses are a plus.
About Us:
Zapata Private Wealth Group has been serving clients in Upland, CA for over a decade, providing personalized financial solutions and exceptional service. Our clients love us for our commitment to their financial success, while our employees thrive in a supportive and collaborative work culture. Visit our website and get to know our company:
Vacancy posted 19 days ago
Similar jobs that could be interesting for youBased on the Client Service & Administrative Coordinator in Upland, CA vacancy
- ...Job Description Job Description Benefits: ~401(k) ~ Employee discounts ~ Paid time off Client Service & Administrative Coordinator Zapata Private Wealth Group ???? Location: Upland ⏱ Full-Time About Us Zapata Private Wealth Group is a growing...SuggestedFull timeWork at office
$70.99k - $81.64k
...vendor payments, expenses, payroll and benefits. The CBD also coordinates and assists with maintaining accurate employee payroll and... ...demographics, payroll, employee benefits and employee leave administration. Ensures employee files are maintained in accordance with Atria...SuggestedWork at officeLocal areaAtria Senior Living
Rancho Cucamonga, CA1 day ago$57k
..., administers, manages and supports all aspects of the administrative and customer service functions as well as supports Operations Management in... ...process in accordance with corporate issued standards. Coordinates accounts receivable activities with Corporate Accounts...SuggestedHourly payFor contractorsWork at officeLocal areaFlexible hoursNight shiftDay shiftNFI Industries
Ontario, CA4 days ago- ...Description Empowering Pathways 365 •Job Opening Administrative Support Coordinator Entry Level •In-Person •Multi-SIte Employment Type... ...with individuals with disabilities +Prior customer service or front desk experience +Experience with nonprofit or...SuggestedFull time
Empowering Pathways 365
Upland, CA5 days ago $16.93 - $21.63 per hour
Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through... ...utilizing proper opening and closing procedures. Conduct administrative functions as necessary. Other job duties as assigned. THE...SuggestedHourly payMinimum wageFull timeTemporary workPart timeFlexible hoursShift work- Private PPO/FFS Dental Office in Claremont, CA is seeking an experienced Treatment Coordinator/Front Desk team member to join our busy practice. This role focuses on front desk duties, patient communication, and supporting the treatment planning process. Requirements include...Work at office
- The Claremont Colleges Services seeks an IT Administrative Assistant I to provide essential administrative support to the IT department in Claremont, CA. This role handles scheduling, meeting coordination, and records management to support IT staff and projects. Responsibilities...
- Benefits: 401(k) Paid time off Medical Administrative Coordinator Workers’ Compensation & Occupational Health Clinic We are seeking a highly organized... ...and Spanish (required) Strong communication and customer service skills Excellent organizational and multitasking abilities...
- ...Industrial Client Development ManagerWith your passion for sales, you'll be out there connecting with businesses, showcasing our staffing power, and closing deals that drive our growth! You'll be key to expanding our market share by understanding client needs and delivering...
Randstad
Ontario, CA4 days ago - ...Are you our new colleague? We’re looking for an Industrial Client Development Manager. how you will contribute With your passion for... ...perfect talent to meet our clients’ needs. Providing Top-Notch Service: You’ll be a key point of contact for clients, ensuring they’re...
Randstad North America
Ontario, CA2 days ago $48.36k - $74.03k
...you our new colleague? We're looking for an Industrial Client Development Manager. how you will contribute... ...perfect talent to meet our clients' needs. Providing Top-Notch Service: You'll be a key point of contact for clients, ensuring they're...Hourly payWork experience placementLocal areaFlexible hoursRandstad
Ontario, CA1 day ago- ...efficiency and effectiveness. You will play a key role in managing administrative tasks, supervising staff, and maintaining financial records... ...administrative staff and provide guidance and support - Coordinate and oversee office activities, including scheduling...Full timeWork at officeMonday to Friday
Private PPO/FFS Dental Office
Claremont, CA11 days ago $24 - $30 per hour
...and responsibilities that emphasize leadership, quality patient care and customer service. The Clinic Office Supervisor manages and supervises the operational, personnel and administrative functions of the clinic, while fostering an environment which promotes excellent...Hourly payWork at office$28 per hour
...Vision Compensation: $28 hourly As a Client Manager you will play pivotal role in... ...internal company teams to deliver exceptional service. We expect Client Managers to be... ...satisfaction. Project Management : Coordinate and manage the execution of projects, ensuring...Hourly payFull timeWork experience placementWork at officeFirm Media Inc
Ontario, CA21 days ago- Hassan & Sons Inc. in California is seeking a Cashier/Customer Service Representative to support daily store operations, cashiering, and customer service. You will greet customers, handle the POS at checkout, and help maintain clean, welcoming spaces for all guests. The...
$20 per hour
...Job Title: Administrative Support and Customer Service Specialist Job Description This role provides comprehensive... ...Teams to communicate and coordinate with team members. Essential Skills... ...talent solutions to thousands of clients across the globe. Specialized in accounting...Full timeContract workTemporary workWork at officeTalentify.io
Pomona, CA1 day ago$25.73 - $31.8 per hour
...Collaborate with a cross-functional team of technical experts Coordinate with senior-level management Provide logistical... ...Employment type Contract Job function Job function Administrative, Management, and Customer Service Industries Office Administration Referrals increase...Contract workWork at officeRussell Tobin
Pomona, CA4 days ago$16 - $17 per hour
...Office Assistant to join our team. The ideal candidate will be responsible for a variety of administrative tasks including general office work, generating leads, tracking new clients, managing emails and phone calls, typing, and filing. This role requires strong attention...Hourly payWork at officeMonday to FridayFasTemps
Upland, CA3 days ago$21 - $25 per hour
...Office Administrator The Office Administrator ("OA") provides customer service, administration and supervision of the local NACA office. The position requires very strong... ...management tasks. This includes greeting client/members, answers the phone for local calls and...Contract workWork at officeLocal areaSmead
Upland, CA3 days ago$70.3k - $77k
...alternative application process. Administrative Specialist & Audit Coordinator Full Time Professional Pomona, CA,... ...multitude of Student Life programs and services, e.g., recreation and wellbeing,... ...meetings, and manage Prepared-By-Client (PBC) deliverables. Maintain a...Full timeContract workPart timeWork experience placementLive outWork at officeMonday to FridayAfternoon shift- ...Job Description Job Description Administrative Intern This position is responsible for office administrative operations and assisting other team projects. Administrative operations include, but are not limited to, general clerical tasks, office property and supply...InternshipWork at office
China Unicom americas Operations Limited
Diamond Bar, CAa month ago - ...the local office. The Business Office Manager coordinates office, finance and human resources services, records control, marketing, and special projects... ...; organizes and administers the business and administrative office; and contributes to effective...Work at officeLocal areaHome officeFlexible hoursWeekend work
Savant Senior Living
San Dimas, CA3 days ago $20 - $25 per hour
...Administrative AssistantWe're hiring an Administrative Assistant to support day-to-day office functions including scheduling, communication... ...and general administrative tasksSchedule meetings, coordinate calendars, and manage appointmentsPrepare and maintain documents...Work at officeVoyage Employer Services
Ontario, CA1 day ago$18 - $18.25 per hour
...when necessary Assists with review of daily shift schedules QualificationsRequirements: High school degree or equivalent Must be familiar with Microsoft Office Excellent customer service skills Excellent verbal skills Valid Driver License #J-18808-Ljbffr Parking ConceptsHourly payFull timeWork at officeShift workNight shiftWeekend work- ...including physicians, NP/PA's, patient services representatives, medical records, health... ...patient information, patient check in/out, coordinate and facilitate accurate patient... ...to provide age-appropriate care to the clients of the clinic. Demonstrate knowledge...Work at officeLocal areaMonday to FridayFlexible hoursAfternoon shift
Unicare Health Services
Ontario, CA4 days ago $22 - $33 per hour
...committed to serving food manufacturers, food service customers, and retailers with a... ...member of the Cargill team, The Sales Administrative Assistant will learn all aspects of the... ...Key Accountabilities Schedule and coordinate meetings and location events. Receive...Hourly payWork experience placementWork at officeFlexible hoursCargill
Rancho Cucamonga, CA5 days ago$17.5 - $22.5 per hour
...Establishes, maintains, processes, and/or updates files, records, and/or other documents. May perform specialized services of a routine clerical/administrative nature in strict accordance with established procedural guidelines, as appropriate to the position. May...Hourly payPart timeWork at officeFlexible hours$21 - $23 per hour
...Office Clerk We're hiring an Office Clerk to support administrative operations by handling filing, data entry, and routine office tasks... ...time effectively ~ Professional communication and customer service skills ~ Bilingual (Spanish/English) a plus Average...Work at office- PMP Management is seeking a motivated Front Desk Administrative Coordinator for Diamond Bar Country Estates in Diamond Bar, CA. You will provide friendly, professional reception, handle inquiries, and support HOA operations from the DCE office. Responsibilities include...Work at office
$94.7k - $192.1k
Responsibilities Client Focus Serve as service and talent leader to an assigned team and client base as it relates to the delivery of World Class... ...) surveys, and other fiscal‑ and people‑oriented goals. Coordinate and collaborate, within a highly matrixed global organization...Contract workWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service & Administrative Coordinator. Be the first to apply!
Related searches
- administrative office technology Upland, CA
- administrative support Upland, CA
- administrative & business operations Upland, CA
- administrative Upland, CA
- confidential administrative support Upland, CA
- weekend customer service position Upland, CA
- customer service Upland, CA
- immediate hire customer service Upland, CA
- online customer service Upland, CA
- client service professional Upland, CA