Client Service & Administrative Coordinator
Zapata Private Wealth Group
Job Description
Job Description
Benefits:
- 401(k)
- Employee discounts
- Paid time off
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.
- 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.
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 15 days ago
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