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.
• Proven experience in receptionist duties, including answering inbound calls and greeting clients.
• Competence in scanning and managing documents with attention to detail.
• Strong clerical skills, including data entry and administrative support.
• Ability to handle sensitive information with professionalism and confidentiality.
• Exceptional organizational skills to manage multiple tasks and deadlines.
• Effective written and verbal communication abilities.
• Proficiency with office software and document management systems.
• Experience working in a fast-paced environment with high operational demands.

TalentMatch®

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.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.

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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