What are the responsibilities and job description for the Client Relationship Coordinator position at The Mom Project?
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
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
- 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
- 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)
- 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
- Modified workweek: 9 hours Mon–Thu, 4 hours on Fri (No OT)
- Occasional remote work flexibility
- 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