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1 result for Front Desk Coordinator in Stockton, CA

Client Services Coordinator

Walnut Creek, CA
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
We are looking for a Client Services Coordinator to support a high-touch wealth management environment in Walnut Creek, California. This role is ideal for someone who enjoys building strong client relationships, coordinating detailed account activity, and ensuring a seamless service experience for high-net-worth individuals and families. The position works closely with advisors and operational partners to keep client requests moving efficiently and accurately. Responsibilities: • Work alongside Wealth Advisors to deliver responsive, personalized support for high-net-worth clients and their households. • Coordinate new client setup, account establishment, and ongoing updates for a range of account structures, including retirement and trust accounts. • Handle transfer requests, cash disbursements, required minimum distributions, and charitable distribution activity in a timely manner. • Prepare, review, and submit custodian forms and client documents while maintaining strong attention to detail throughout each transaction. • Support advisor meetings by assembling portfolio materials, organizing performance information, and helping produce quarterly client reporting. • Keep client information current in Salesforce and contribute to accurate recordkeeping across service and account data. • Partner with advisors, custodians, and internal support teams to resolve service requests and maintain a smooth client experience.
2026-07-10T00:00:00Z