Client Services Coordinator

Job Description

Job Description

Client Services Coordinator

Location: San Ramon, CA
Pay Range: $70,000-100,000 + Bonus
Benefits: Medical, Dental, Vision, HSA, 401(k), Employee Assistance Program, Charitable Matching, Education Reimbursement, Paid Volunteer Opportunities, Bonus Program, Professional Development

Full-Time, Onsite Direct Hire

We are actively seeking a Client Services Coordinator to join a well-established and growing wealth management organization serving clients throughout the Bay Area. This respected firm is known for its people-first approach, strong commitment to professional growth, and dedication to helping clients achieve meaningful financial goals.

In this role, you'll serve as a key support partner to financial advisors and clients, helping create a seamless service experience while keeping daily operations organized and efficient. If you enjoy building relationships, solving problems, and contributing to a collaborative team environment, we encourage you to apply and call Brett @ View phone number on ziprecruiter.com .

Reasons to Join This Team:

• Join a financially stable, growth-focused advisory firm with a strong reputation in the community.
• Work alongside experienced professionals who genuinely invest in employee development and career advancement.
• Enjoy a collaborative culture that values accountability, service excellence, and teamwork.
• Participate in performance-based incentive opportunities that reward contributions to company success.
• Make a meaningful impact by supporting clients, advisors, and community-focused initiatives.

What You’ll Do

• Deliver exceptional client service by responding promptly to inquiries and coordinating service requests.
• Manage advisor calendars and assist with scheduling meetings, reviews, and client appointments.
• Prepare documentation and materials needed for client meetings and account reviews.
• Facilitate new account establishment and ensure documentation is completed accurately.
• Coordinate account maintenance transactions and money movement requests while following established procedures.
• Maintain accurate client records and database information within CRM systems.
• Partner closely with advisors and team members to support operational efficiency and client satisfaction.
• Assist with front office responsibilities and provide reception support when needed.
• Help coordinate client appreciation events, educational workshops, and company activities.
• Contribute to process improvement efforts that enhance service quality and team effectiveness.

To Be Successful in This Role, You'll Bring:

• 2+ years of experience directly supporting financial advisors.
• A proactive, service-focused mindset with strong problem-solving and relationship-building skills.
• Tech-savvy, with proficiency in Microsoft 365 and comfort with AI tools
• Strong organizational abilities and the capacity to effectively manage multiple priorities and deadlines.
• Outstanding attention to detail with a commitment to accuracy and follow-through.
• Experience working in a fast-paced environment while maintaining a positive, team-oriented approach.
• Experience with financial services technology platforms, including custodial systems, CRM tools, financial planning software, and electronic signature applications is preferred.
• Bachelor's degree preferred.

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.