About the Company

This organization is a growing professional services firm specializing in client-focused financial and planning services. The team values collaboration, critical thinking, and continuous improvement, and is committed to delivering a high-quality experience for a diverse client base. The firm fosters an organized, adaptable environment where employees are encouraged to contribute ideas, solve problems, and support clients with care and professionalism.

About the Role

The Client Services Coordinator role requires strong attention to detail, problem-solving skills, and a service-oriented mindset, with a primary focus on maintaining and protecting the client experience. This position works closely with internal teams, including advisory and operational staff, to ensure timely, accurate, and thoughtful client support. This role is full-time and non-exempt.

Key Responsibilities

Manage and prioritize tasks through a CRM-based task queue

Handle a range of client service requests, including complex transactions, distributions, required minimum distributions, beneficiary updates, address changes, and general account servicing

Communicate task status and follow up on open items through both electronic and in-person channels

Document progress, actions, and outcomes accurately within the CRM system

Interact with clients via phone, email, and in person in a professional and relationship-focused manner

Deliver consistent, high-quality customer service while supporting a positive client experience

Proactively identify opportunities to improve internal systems, workflows, and service processes

Qualifications

At least 1 year of experience in wealth management, financial services, insurance, or a related professional services environment

Strong attention to detail with a focus on accuracy and efficiency

Proficiency with Microsoft Office and general database systems; familiarity with collaboration tools such as messaging and productivity platforms

Salesforce experience required

Excellent written and verbal communication skills, including strong phone presence

Ability to manage multiple priorities, determine order of execution, and adapt quickly to changing needs

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.