Client Service & Administrative Coordinator

Job Description

Job DescriptionClient Service & Administrative Coordinator

Zapata Private Wealth Group

Location: Upland

⏱ Full-Time

About Us

Zapata Private Wealth Group is a growing financial services firm focused on delivering exceptional client experiences and long-term financial guidance. We pride ourselves on being organized, responsive, and relationship-driven.

About the Role:Join Zapata Private Wealth Group as a Client Service & Administrative Coordinator, where you'll play a vital role in supporting our clients and team. This dynamic position combines client interaction with essential administrative tasks in a fast-paced environment.

Responsibilities:

• Manage client communications and inquiries with professionalism and efficiency.
• Coordinate and schedule client appointments, meetings, and events.
• Assist in preparing client documents, reports, and presentations.
• Maintain and update client records in our database accurately.
• Provide administrative support to financial advisors and team members.
• Help streamline office operations and improve client service processes.
• Respond to client requests promptly and ensure a high level of satisfaction.
• Participate in team meetings and contribute to a positive work environment.

Requirements:

• 2+ years of experience in client service or administrative roles, preferably in finance.
• Strong organizational skills with the ability to multitask effectively.
• Excellent verbal and written communication skills.
• Proficient in Microsoft Office Suite and CRM software.
• Detail-oriented with a commitment to providing exceptional service.
• Ability to work independently and as part of a collaborative team.
• Positive attitude and a customer-first mindset.
• Relevant certifications or licenses are a plus.

About Us:Zapata Private Wealth Group has been serving clients in Upland, CA for over a decade, providing personalized financial solutions and exceptional service. Our clients love us for our commitment to their financial success, while our employees thrive in a supportive and collaborative work culture. Visit our website and get to know our company: www.zapatawealth.com.