Client Services Coordinator - TalentZok

Client Service Coordinator – TalentZok Immediate opening in Temecula, CA. Responsibilities 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. Qualifications 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 MS Office (Word, Excel) and preference for some CRM experience. Front‑office experience; friendly, professional demeanor. Basic knowledge of event planning preferred. Strong professionalism, discretion and respect for confidential information. Computer literacy, phone system usage, scheduling tools, and basic office technology. Compensation Salary Range: $18.00 – $19.00 per hour. How to Apply Email your resume to dandriacchi@ #J-18808-Ljbffr TalentZok