Client Service Coordinator

We are looking for a detail-oriented Client Service Coordinator to join our team on a Contract basis in San Marcos, California. In this role, you will play a pivotal part in ensuring operational efficiency by managing administrative tasks, supporting client account processes, and maintaining organized documentation. This position requires excellent communication skills, a proactive approach to task management, and the ability to handle sensitive information with discretion.Responsibilities:• Coordinate team schedules by updating calendars, tracking tasks, and managing action items effectively.• Document and distribute clear meeting notes while ensuring timely follow-up on assigned tasks.• Process wealth management account paperwork, custodial forms, and perform data entry with accuracy.• Assist with account openings, transfers, and custodial requests, following established procedures.• Maintain organized and accurate file systems, adhering to naming conventions and document management protocols.• Complete checklists thoroughly and ensure all steps are finalized independently.• Manage high-volume operational tasks with precision and a sense of urgency.• Communicate effectively in writing to support workflows and resolve issues promptly.