Job Title: Client Services Coordinator
Location: San Ramon, CA
Salary Range: $70,000 – $100,000 plus bonus
Work Schedule: Monday through Friday, 8:00 AM to 5:00 PM
Benefits: Competitive salary and comprehensive benefits including medical, dental, vision, HSA, 401(k), EAP, charitable match, and education reimbursement programs
Full Time, Onsite
Direct Hire
We are actively seeking a Client Services Coordinator to join a forward-thinking financial services firm that blends innovative planning with high-touch client care in the heart of the San Francisco Bay Area. You will be a key partner to advisors, helping them stay focused on deepening client relationships while you orchestrate the details behind the scenes. In this role, you will collaborate closely with a broader network of Client Services Coordinators and a supportive Client Services Manager, giving you both mentorship and a strong peer group as you grow. If you are motivated, highly organized, and energized by solving problems and supporting a mission-driven team, we’d love to speak with you.
Apply today and call Brett @ 925-855-3600 to learn more.
Reasons to Join This Team:
- Join a firm that truly lives its growth mindset, investing in your professional development and career progression while encouraging continuous learning and curiosity.
- Work alongside advisors and teammates who value integrity, collaboration, and a commitment to enriching clients’ lives.
- Share in the firm’s success through a progressive bonus program that rewards those who embody their “abundance” mindset and go above and beyond.
- Enjoy a vibrant work environment in Bishop Ranch, steps from City Center, trails, and local amenities, plus regular team events and opportunities to give back.
- Benefit from a comprehensive total rewards package, including robust health benefits, retirement savings, education reimbursement, and paid volunteer time.
What You’ll Be Responsible For
- Deliver attentive, solutions-focused support to clients, ensuring every interaction reflects the firm’s high service standards.
- Provide polished front desk coverage as needed, warmly welcoming guests and helping keep the office running smoothly.
- Manage advisor calendars with precision, coordinating meetings and commitments so the practice operates efficiently.
- Prepare and process client review materials and related paperwork, double-checking for accuracy and completeness.
- Set up new client accounts and handle money movement requests while adhering to firm and custodial policies.
- Keep client records current and organized in the CRM, ensuring information is easy to find and reliable for the advisory team.
- Support planning and execution of client events and internal initiatives that strengthen relationships and drive engagement.
- Partner with your practice team and fellow Client Services Coordinators to reduce administrative strain and support firm-wide priorities.
To Be Successful in This Role, You'll Bring:
- 3+ years of experience in a financial services support role, preferably within a wealth management, advisory, or similar environment.
- Exceptional interpersonal, written, and verbal communication skills, with a polished and professional client presence.
- Impeccable attention to detail and a habit of checking your work to ensure accuracy in a highly regulated setting.
- Strong time management skills and the ability to shift priorities smoothly to meet deadlines in a fast-paced environment.
- A collaborative, positive attitude and a track record of contributing to a healthy, team-oriented culture.
- Solid experience with key industry tools, including custodial platforms (such as Fidelity Wealth Central, Pershing NetX360, Schwab Institutional, RJ Advisor), CRM platforms (such as Salesforce, RedTail, Smart Office), financial planning platforms (such as eMoney or MoneyGuidePro), and eSignature tools like DocuSign.
- Proficiency in Microsoft Office 365, especially Outlook, Excel, and Word.
- A bachelor’s degree is 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.
