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Now viewing: Private Client Services Coordinator
RH
Robert Half
Private Client Services Coordinator
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Job Description
A private office supporting a small portfolio of high-net-worth clients is seeking a polished, discreet, and proactive Private Client Services Coordinator. This position goes beyond traditional administrative support, offering a mix of relationship management, scheduling, vendor coordination, and confidential client service. The right person knows how to anticipate needs, keep moving pieces organized, and communicate professionally with clients and service providers. Experience in a family office, luxury hospitality, private wealth, or high-touch client services environment would be especially valuable.
Key ResponsibilitiesCoordinate client appointments, meetings, travel arrangements, and calendar changes.
Serve as a primary point of contact for routine client and vendor inquiries.
Coordinate service providers, household vendors, property appointments, and special requests as assigned.
Maintain confidential client records, contact lists, and service documentation.
Track requests, deadlines, follow-ups, and outstanding action items.
Prepare correspondence, meeting materials, and client-facing documents.
Assist with invoice routing, expense tracking, and vendor documentation.
Organize client events, private meetings, and special arrangements.
Monitor incoming communications and prioritize time-sensitive requests.
Maintain a high standard of discretion, accuracy, and professionalism.
Key ResponsibilitiesCoordinate client appointments, meetings, travel arrangements, and calendar changes.
Serve as a primary point of contact for routine client and vendor inquiries.
Coordinate service providers, household vendors, property appointments, and special requests as assigned.
Maintain confidential client records, contact lists, and service documentation.
Track requests, deadlines, follow-ups, and outstanding action items.
Prepare correspondence, meeting materials, and client-facing documents.
Assist with invoice routing, expense tracking, and vendor documentation.
Organize client events, private meetings, and special arrangements.
Monitor incoming communications and prioritize time-sensitive requests.
Maintain a high standard of discretion, accuracy, and professionalism.