Top 457 Client coordinator Jobs in San Diego, Ca

Client Support & Operations Coordinator
Fortitude Team - San Diego —San Diego, CA
- $60,000 a year
- Mid-level
- Recruiting
- Communication skills
Quick Apply
6d
School-based Behavior Technician
Verbal Behavior Associates —Poway, CA
- $20 - $27 an hour
- Part-time
- Background check
- 18 years or older
- Applied behavior analysis
- Paid training
- Mileage reimbursement
Quick Apply
Project Manager- Electrical Power Systems
APPLIED ENGINEERING CONCEPTS —San Diego, CA
- $90,000 - $125,000 a year
- Full-time
- Clean driving record
- Engineering
- Driver's License
- Health savings account
- Health insurance
Quick Apply
7d
Behavior Technician - Early Childhood Instructor
Coyne and Associates —San Diego, CA
- Up to $27 an hour
- Full-time
- Driver's License
- Driving
- Mentoring
- Travel reimbursement
- Paid training
Quick Apply
6d
Project Manager
Blair Sign Programs —Santee, CA
- $74,000 - $109,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
Quick Apply
BCBA- Board Certified Behavioral Analyst
Absolute Therapy Services LLC —San Diego, CA
- $70,000 - $90,000 a year
- Choose your own hours
- Management
- Writing skills
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
[Urgently Hiring] Afterschool Program Leader
arc After School and Experiential Education —San Diego, CA
- $21 an hour
- Part-time
- Background check
- Classroom
- Spanish
Quick Apply
13d
Board Certified Music Therapist
The Music Therapy Center of California —San Diego, CA
- $60,000 - $75,000 a year
- Email
- Background check
- School experience
- Experience working with individuals with developmental disabilities
- Mileage reimbursement
- Health insurance
Quick Apply
[Urgently Hiring] Afterschool Program Leader
arc After School and Experiential Education —San Diego, CA
- $21 an hour
- Part-time
- Background check
- Classroom
- Spanish
Quick Apply
Occupational Therapy Assistant (COTA/L) | Tulare County | Relocation $10,000
Amigo Baby. Inc —California
- From $84,000 a year
- Part-time
- Spanish
- CPR Certification
- Current TB test
- Mileage reimbursement
- Health savings account
Quick Apply
5d
TTX Coordinator
ALPHA OMEGA GROUP LLC —San Diego, CA
- $140,000 - $170,000 a year
- Full-time
- Background check
- 7 years
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
11d
Behavior Interventionist
Intercare Therapy —Poway, CA
- $22 - $26 an hour
- Part-time
- Bilingual
- High school diploma or GED
- Clinic
- Paid training
- Mileage reimbursement
Quick Apply
Arbor Production Manager
Landsystems —Encinitas, CA
- $80,000 - $90,000 a year
- Full-time
- CDL B
- Spanish
- CPR Certification
- Paid jury duty
- AD&D insurance
Quick Apply
Behavior Technician - Early Childhood Instructor
Coyne and Associates —Chula Vista, CA
- Up to $27 an hour
- Full-time
- Driver's License
- Driving
- Mentoring
- Travel reimbursement
- Paid training
Quick Apply
6d
Urgently Hiring: Afterschool Program Leader
arc After School and Experiential Education —San Diego, CA
- $21 - $23 an hour
- Part-time
- Background check
- Classroom
- Spanish
Quick Apply
Behavior Interventionist
Intercare Therapy —San Diego, CA
- $22 - $26 an hour
- Part-time
- Bilingual
- High school diploma or GED
- Clinic
- Paid training
- Mileage reimbursement
Quick Apply
Urgently Hiring: Afterschool Program Leader
arc After School and Experiential Education —San Diego, CA
- $21 - $23 an hour
- Part-time
- Background check
- Classroom
- Spanish
Quick Apply
Direct Support Professional - South Bay
Civitas SLS, LLC —Chula Vista, CA
- $21 - $24 an hour
- Part-time
- Background check
- Clean driving record
- Vital signs
- Paid training
- Mileage reimbursement
Quick Apply
Nurse - RN
CRF Behavioral Healthcare —San Diego, CA
- $48.08 - $48.56 an hour
- Email
- Spanish
- Nursing
- Psychiatry
- Paid holidays
- Disability insurance
Hiring Now! Afterschool Program Leader
arc After School and Experiential Education —Poway, CA
- $21 - $23 an hour
- Part-time
- Background check
- Classroom
- Spanish
Quick Apply

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Client Support & Operations Coordinator

Fortitude Team - San Diego
San Diego, CA

Quick Apply

Job Details

$60,000 a year
6 days ago

Qualifications

Video conferences (communication methods)

Full Job Description

We’re looking for a dependable, organized, and professional Client Support & Operations Coordinator who enjoys helping people and supporting a growing team. This role is focused on providing excellent customer service while helping keep our daily administrative and operational activities organized and running smoothly.

The ideal candidate will assist with client and customer support, maintaining and updating our CRM, scheduling appointments, coordinating follow-ups, and providing general administrative and recruiting support.

The position will generally consist of:

40% Client & Customer Support – Assisting with general inquiries, client communication, and helping connect individuals with the appropriate team member or resource.
30% Administrative & CRM Support – Maintaining client and prospect information, data entry, organizing records, and supporting day-to-day administrative needs.
20% Scheduling & Follow-Up – Coordinating appointments, sending reminders, scheduling virtual meetings, and assisting with client and prospect follow-ups.
10% Recruiting & Operational Support – Assisting with candidate scheduling, interview coordination, onboarding activities, and other operational needs.

This is an Operations Coordinator and Customer Support position. The ideal candidate will not be responsible for providing financial, insurance, legal, or estate-planning advice unless appropriately licensed and authorized to do so.

We’re looking for someone who communicates professionally, pays close attention to detail, takes initiative, and is comfortable working independently in a fully remote environment.

Compensation:

$60,000 yearly

Responsibilities:

Client support: Respond to basic inquiries, route clients to the appropriate broker or InheritGuard resource, and follow up on outstanding items.
Lead management: Enter new leads into the CRM, organize prospect information, update statuses, and make sure leads receive timely follow-up.
Scheduling: Coordinate appointments, Zoom meetings, consultations, and follow-up calls for brokers.
Administrative support: Maintain digital files, prepare basic correspondence, update spreadsheets, complete data entry, and keep records organized.
InheritGuard support: Help track referrals and client cases, communicate routine updates, and assist with customer-service-related requests.
Recruiting support: Schedule candidate interviews, organize applicant information, send meeting confirmations, and assist with onboarding paperwork.
Communication: Monitor shared inboxes, send appointment reminders, make routine follow-up calls or texts, and direct more complex questions to the appropriate person.
Operations: Help leadership stay organized by tracking outstanding tasks, deadlines, appointments, and client follow-ups.

Qualifications:

Strong written and verbal communication skills.
Excellent organizational and time-management abilities.
Strong attention to detail and accuracy.
Professional and friendly customer service skills.
Comfortable communicating with clients by phone, email, text, and video conferencing.
Ability to manage calendars, schedule appointments, and coordinate follow-ups.
Comfortable performing data entry and maintaining accurate client and prospect records.
Basic experience with CRM systems or the ability to quickly learn new software.
Proficiency with common office tools such as email, spreadsheets, document platforms, and online calendars.
Ability to work independently and stay productive in a fully remote environment.
Comfortable handling multiple tasks and shifting priorities.
Ability to maintain confidentiality when working with client and business information.
Self-motivated with a willingness to take initiative and solve routine problems.
Reliable internet connection and an appropriate remote workspace.

About Company

Our role is centered around providing exceptional customer service, connecting prospective clients with the appropriate resources, and helping guide them through the process from initial interest through continued support.

Customer service is at the heart of what we do. We believe financial and legacy-related decisions should be approached with clarity, transparency, and personalized support. Our goal is to make the process easier to understand while helping individuals and families take meaningful steps toward protecting their financial future and legacy.

Quick Apply

Refine Your Search

client coordinator jobs in san diego, ca

Client Support & Operations Coordinator

School-based Behavior Technician

Project Manager- Electrical Power Systems

Behavior Technician - Early Childhood Instructor

Project Manager

BCBA- Board Certified Behavioral Analyst

[Urgently Hiring] Afterschool Program Leader

Board Certified Music Therapist

[Urgently Hiring] Afterschool Program Leader

Occupational Therapy Assistant (COTA/L) | Tulare County | Relocation $10,000

TTX Coordinator

Behavior Interventionist

Arbor Production Manager

Behavior Technician - Early Childhood Instructor

Urgently Hiring: Afterschool Program Leader

Behavior Interventionist

Urgently Hiring: Afterschool Program Leader

Direct Support Professional - South Bay

Nurse - RN

Hiring Now! Afterschool Program Leader

I want to receive the latest job alert for client coordinator in san diego, ca

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