Top 83 Client coordinator Jobs in Palm Desert, Ca

Office Coordinator & Junior Client Service Associate
Cypress Wealth Services, LLC —Palm Desert, CA
- $20 - $25 an hour
- Full-time
- Background check
- 5 years
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Client Coordinator
Maxim Healthcare —La Quinta, CA
- $23 - $24 an hour
- Full-time
- Customer service
- Office
- High school diploma or GED
- Profit sharing
- Commuter assistance
Quick Apply
Client Service Coordinator
Marc One Numismatics —Rancho Mirage, CA
- $25.44 - $30.64 an hour
- Full-time
- Background check
- Sales
- In-person
- Paid time off
Quick Apply
5d
Entertainment & Events Coordinator
DSRT SURF —Palm Desert, CA
- $71,500 - $75,000 a year
- Weekends as needed
- Ability to walk for extended periods
- Mid-level
- Contracts
- Health insurance
- Dental insurance
Coordinator, Partnership Activation & Fulfillment | Full-Time | Acrisure Arena
Oak View Group —Palm Desert, CA
- $30.00 - $31.25 an hour
- Weekends as needed
- Microsoft Word
- Hospitality
- Marketing
- Health insurance
- Dental insurance
Health Information Coordinator
DAP Health —Palm Springs, CA
- $22 - $23 an hour
- Full-time
- Word processing
- HIPAA
- Mid-level
Quick Apply
2d
Patient Services Representative Floater
DAP Health —Palm Springs, CA
- $23 - $25 an hour
- Full-time
- Spanish
- Clean driving record
- BLS Certification
- Mileage reimbursement
Quick Apply
Resident Aide
Mama's House Ministries —Palm Desert, CA
- $20 an hour
- Part-time
- CPR Certification
- Sanitation
- Residential
Quick Apply
Clinician/ Therapist (AMFT, ACSW, APCC, LMFT, LPCC, and/or LCSW)
ChildNet Youth and Family Services —Palm Desert, CA
- $70,964 - $72,964 a year
- Full-time
- Hybrid work
- Background check
- LMFT
- Spanish
- Mileage reimbursement
- Disability insurance
Quick Apply
10d
Senior Estimator
STRABAG INC. CANADA —California
- $120,000 - $150,000 a year
- Online Application
- Bachelor's degree
- Continuous improvement
- Recruiting
6d
Locum Nurse Practitioner (NP) - Cardiology - General/Other in California
LocumJobsOnline —California
- Full-time
- Hospital
- Inpatient
- Research
10d
Social Media Specialist | Full-Time | Acrisure Arena
Oak View Group —Palm Desert, CA
- $70,500 - $75,000 a year
- Weekends as needed
- Mid-level
- Bachelor's degree
- Experience equivalent to degree accepted
- Dental insurance
- 401(k)
Sales Coordinator
LIVEHAPPY —Cathedral City, CA
- $21 - $28 an hour
- Full-time
- Microsoft Outlook
- Inventory management
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Scheduling Coordinator - Part Time - Palm Springs
Bridge Home Health LLC —Palm Desert, CA
- $25 - $30 an hour
- Part-time
- Ability to walk for extended periods
- Word processing
- Mid-level
Quick Apply
9d
Marketing Coordinator
LIVEHAPPY —Cathedral City, CA
- $21 - $28 an hour
- Full-time
- Microsoft Outlook
- Inventory management
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Editorial Operations Coordinator
Desert Publications Inc —Palm Springs, CA
- $24.04 - $26.44 an hour
- Full-time
- Google Workspace
- Marketing
- Office
Quick Apply
Wedding Coordinator & Banquet Operations
Wedgewood Weddings —Bermuda Dunes, CA
- $28 an hour
- Overtime
- Team management
- Experience equivalent to degree accepted
- Entry level
- Paid holidays
- Health insurance
Quick Apply
CLINICAL CARE COORDINATOR - PER DIEM
Michael's House —Palm Springs, CA
- $21 - $25 an hour
- Per diem
- CPR Certification
- Addiction Medicine
- BLS Certification
- Health insurance
- Dental insurance
Banquet Captain | Full Time | Palm Springs Convention Center
Oak View Group —Palm Springs, CA
- $29 - $33 an hour
- Weekends as needed
- Mid-level
- High school diploma or GED
- Team management
- Health insurance
- Dental insurance
IT Coordinator | Full-Time | Acrisure Arena
Oak View Group —Palm Desert, CA
- $20 - $23 an hour
- Extended hours
- Ability to walk for extended periods
- Mid-level
- Windows
- Health insurance
- Dental insurance
3d

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Office Coordinator & Junior Client Service Associate

Cypress Wealth Services, LLC
Palm Desert, CA

Quick Apply

Job Details

Full-time
$20 - $25 an hour

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching

Qualifications

Customer communication
Workflow management (operations management method)
Direct client contact
Executive administrative support
High school diploma or GED
Client database systems
Sales management systems proficiency
E-signature software
CRM system proficiency
Productivity software

Full Job Description

We are looking for one exceptional person to join our growing team. This is an opportunity to become a key part of a professional, client-focused wealth management firm where technology, service, and teamwork are highly valued.

Job Description:

The Office Coordinator & Junior Client Service Associate serves as the first point of contact for clients, visitors, and business partners while supporting advisors and the service team.

This role combines front-office professionalism, office operations, client service support, technology utilization, and event coordination to help deliver an exceptional client experience.

About Cypress Wealth Services:

Cypress Wealth Services is a well-established Registered Investment Advisory (RIA) firm based in Palm Desert, CA. We are seeking a full-time Office Coordinator/Junior Client Service Associate to join our team in an in-office position.

Our firm takes pride in the long-standing relationships we’ve built with clients and their families over the years. We are committed to providing an exceptional experience through comprehensive financial life planning and personalized, relationship-focused service.

We are looking for a person who shares our commitment to providing this high level of service. While prior experience working with Charles Schwab is not required, it is a plus.

If you’re passionate about client service and want to join a team that values trust, care, and professionalism, we’d love to hear from you!

Key Responsibilities

Greet visitors, answer phones, and direct clients and business partners appropriately.
Coordinate calendars, confirm appointments, schedule meetings, and assist with advisor scheduling needs.
Support client service activities including account forms, data entry, system audits, and database maintenance.
Prepare meeting materials and coordinate logistics for client and prospect meetings.
Serve as liaison with vendors, building maintenance providers, and office service providers.
Maintain conference rooms, common areas, office supplies, kitchen supplies, and overall office organization.
Manage incoming and outgoing mail, shipping, deliveries, and office equipment needs.
Coordinate client events, seminars, workshops, and special projects.
Leverage technology and workflow systems to improve efficiency, organization, and service delivery.
Perform other duties and special projects as assigned.

Required Qualifications

Polished, professional, and highly organized administrative assistant with 5+ years of in-office experience supporting a busy office environment with significant client interaction.
Outstanding verbal and written communication skills with a warm, confident, and professional presence.
Tech-savvy and process-oriented with proficiency in CRM systems, scheduling platforms, e-signature tools, Microsoft Office, and workflow management systems.
Strong executive support capabilities, including calendar management, meeting coordination, event planning, and prioritization of competing responsibilities.
Exceptional attention to detail, follow-through, and ability to anticipate needs before they arise.
Collaborative team player who quickly learns people, processes, and priorities and contributes to a positive office culture.

Strongly Preferred

Experience working for a Registered Investment Advisor (RIA), wealth management firm, family office, or broker-dealer. Familiarity with advisory firm operations and industry terminology.
Experience supporting multiple advisors, executives, or senior professionals.
Hands-on experience with Wealthbox, Orion, Schwab Advisor Center, DocuSign, Adobe, Calendly, or similar platforms.
Experience coordinating client events, seminars, workshops, or marketing initiatives.
Demonstrated ability to identify process improvements and leverage technology to create a more efficient client service experience.

Compensation & Benefits

Salary and benefits remain consistent with the current position structure and will be discussed during the interview process.

Job Type: Full-time

Pay: $20.00 - $25.00 per hour

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Education:

High school or equivalent (Required)

Work Location: In person

Quick Apply

Refine Your Search

client coordinator jobs in palm desert, ca

Office Coordinator & Junior Client Service Associate

Client Coordinator

Client Service Coordinator

Entertainment & Events Coordinator

Coordinator, Partnership Activation & Fulfillment | Full-Time | Acrisure Arena

Health Information Coordinator

Patient Services Representative Floater

Resident Aide

Clinician/ Therapist (AMFT, ACSW, APCC, LMFT, LPCC, and/or LCSW)

Senior Estimator

Locum Nurse Practitioner (NP) - Cardiology - General/Other in California

Social Media Specialist | Full-Time | Acrisure Arena

Sales Coordinator

Scheduling Coordinator - Part Time - Palm Springs

Marketing Coordinator

Editorial Operations Coordinator

Wedding Coordinator & Banquet Operations

CLINICAL CARE COORDINATOR - PER DIEM

Banquet Captain | Full Time | Palm Springs Convention Center

IT Coordinator | Full-Time | Acrisure Arena

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