Client Coordinator - Boutique Wealth Management

A growing boutique wealth management firm with beautiful offices in Santa Monica, CA is looking for a dedicated Client Coordinator to support their collaborative wealth advisory team. This is the ideal role for a candidate who is a natural organizer and who is highly skilled in providing a very high level of client services with a people focused approach and an eye for detail. Your drive to play an integral role in the administration and operations of our firm will make a direct impact on our client service team.You will collaborate with a team of senior level financial executives, and their High Net Worth clients, where you will foster relationships, coordinate extensive calendaring and meeting management, provide resources through documentation and engage in a high level of transactional support work. Your positive attitude and can-do mentality will help you as you build rapport and gain client trust. You'll also help coordinate our in-person meetings and events, holiday parties, client dinners and outings, and overall navigate logistics and any special projects.You will be entrusted to learn an intricate process of internal document management, where you will handle sensitive files, handling financial documentation and provide digital files for presentations and reporting, overall ensuring accurate information is being shared with the right parties.The right individual is seeking a high-performing team that values integrity, hard-work, commitment, a passion for people, and a natural ability to connect and drive goals. You'll have at least 2 years of prior administrative experience ideally in a corporate setting under your belt. This a multi-faceted position and you'll be working with senior leaders in the industry.What you'll do:Effectively address incoming client inquiries and concernsOversee incoming emails and phone callsCompose correspondence for team as neededManage team schedule and prepare materials for meetingsBuild financial presentations for high-level and prospective clienteleOversee the transactional process with an eye for documentation and following up on supportive materialsArrange travel and supervise expense reportingMaintain updated file archives and highly sensitive client contact informationHelp coordinate in-office and off site eventsManage logistics for various special projects as neededOther additional duties as assignedWhat you'll need:Bachelor's degreeAt least 2-3 years' work experience in a corporate environment requiredBackground in financial services a plusDemonstrated proficiency in MS OfficePreferred experience in SalesforceEffective and polished communication skillsSuperb organizational and multitasking capabilitiesCommitment and dedication to high standard of workHybrid in office 4 days a week with Friday WFHSalary Range is DOE at $65,000- $75,000k base plus Bonus and overtime.Highly competitive medical benefits packageHours for this position are 8:00 AM - 5:00 PM with overtime as needed, depending on assigned projects.We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring. California applicants, please view our Privacy Notice here:

Created: 2025-02-22