Client Services Coordinator

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.

Qualifications:

• At least 1 year of experience in client service, client administration, or a related support role.
• Ability to manage detailed administrative tasks with a high level of accuracy and follow-through.
• Strong communication skills and a detail-oriented approach when working with clients and internal stakeholders.
• Experience handling documentation, account-related forms, or transaction processing in a regulated or service-driven environment.
• Comfort working with CRM platforms such as Salesforce and maintaining accurate client records.
• Ability to prioritize multiple requests, stay organized, and meet deadlines in a fast-paced setting.
• Background in financial services, investment advisory, or wealth management is preferred.

Compensation

$90,000.00-$120,000.00 Yearly

About Us

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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