Wealth-Management Client Relations & Executive Support

A boutique financial planning firm is seeking a Client Relationship Coordinator in Pleasanton, CA. The role demands a proactive individual with strong organizational and relationship management skills. Candidates should have 4+ years of experience in Customer Service or as an Executive Assistant, preferably in Financial Services. Responsibilities include managing projects, the client lifecycle, and the owner's schedule. This full-time position offers a competitive salary with incentives and a modern workweek structure. #J-18808-Ljbffr