Client Relationship Coordinator

The Mom Project is excited to partner with our client on their search for a Client Relationship Coordinator to join their team in their Pleasanton, CA office.

About the Company

A dynamic, women-led financial services firm that values people, precision, and progress. They are a tight-knit, family-run business where collaboration and strategic thinking drive everything we do. They are seeking a highly organized, proactive, and personable team member to help them grow while ensuring smooth day-to-day operations and client care.

Responsibilities:

Strategic Support & Project Coordination

• Work collaboratively with team members to ensure the proper coordination of projects including prioritizing tasks and providing frequent updates
• Prioritize people and situations in need of attention
• Troubleshoot and anticipate needs
• Provide monitoring and follow-through support on action items in progress
• Work with discretion and tact when exposed to confidential information

Client Relations & Communication

• Provide direction, advice, information, support, and confidence to the team through daily communication and reporting
• Project a professional and supportive image to all clients
• Follow up with clients and contacts by telephone and email
• Act as liaison between team and clients (set up and confirm appointments, review meeting notes, follow-up actions, etc.)
• Enter and maintain information in our databases on a daily basis

Executive & Calendar Management

• Set them up for success in their daily activities by strategically managing access to their time and attention
• Proactively manage calendars and remain flexible to multiple changes
• Coordinate calendars with other team leaders
• Provide high-quality support while anticipating needs
• Arrange travel occasionally
• Provide rock solid general administrative support (checking voicemail, ordering supplies, handling mail, scanning and filing documents)

What We're Looking For

• Experience: 4+ years in Customer Service or as an Executive Assistant (Financial Services experience a plus)
• Education: Bachelor’s degree preferred
• Tech Skills: Strong Microsoft Office skills; experience with DocuSign and CRM systems like Wealthbox is a bonus
• Work Style & Traits:
• Entrepreneurial spirit with a love for innovation and action
• Intelligent, confident, and solutions-oriented
• Highly adaptable, resourceful, and proactive
• Detail-oriented and organized, yet able to zoom out to see the big picture
• Personable, enthusiastic, and collaborative
• Strong ability to manage multiple priorities efficiently

Work Hours

• Modified workweek: 9 hours Mon–Thu, 4 hours on Fri (No OT)
• Occasional remote work flexibility

Benefits

• Results-based annual company bonus
• Matching 401k & Profit Sharing
• PTO: 1-2 years – 3 weeks ; 3-5 years – 4 weeks; 6+ years – 5 weeks
• Holiday – approx.13 paid holidays per year