Client Services Coordinator - Thousand Oaks / Newbury Park, CA (On-site)

Client Services Coordinator - Thousand Oaks / Newbury Park, CA (On-site) Brett Fisher Group Thousand Oaks, CA Job Details Full-time $65,000 - $120,000 a year 22 hours ago Benefits 401(k) 6% Match 401(k) matching Qualifications CRM software Escrow Wealth management Client onboarding Financial transaction processing Phone communication Workflow management (operations management method) Bank transfers Mid-level Mortgage industry Administrative experience Progress tracking (project management tasks) Under 1 year Client interaction via phone calls Full Job Description Some roles keep a business moving. This one helps define how clients experience it. We're conducting a selective search for a Client Services Coordinator to join a respected boutique wealth management firm in Thousand Oaks supporting a high-performing advisory team and sophisticated client base. This is not a passive administrative role. It is a high-trust, client-facing operations seat for someone who takes pride in precision, follow-through, and being the person others rely on to keep important work moving. For the right person, this is the kind of role that offers what many professionals quietly want more of: stability, trust, autonomy, and long-term upside. Why This Role Stands Out This opportunity sits inside a boutique wealth management firm with consistent growth, strong client retention, and a reputation for running a disciplined, client-centered business. The team is lean, collaborative, and highly accountable. Support staff are not treated as downstream administrators. They are trusted operators with real ownership, direct client visibility, and meaningful influence on how the office runs. This role is built for someone who wants to be counted on, not micromanaged. It's a strong fit for someone who values structure, professionalism, and the satisfaction of doing important work well. What You'll Own You'll serve as a central point of coordination across client service and day-to-day operations, helping ensure work moves cleanly, accurately, and on time.

Responsibilities include:

Managing client onboarding and account documentation Processing paperwork with accuracy and follow-through Handling wires, transfers, disbursements, and money movement requests Maintaining CRM accuracy and clean client records Tracking open items and ensuring timely completion Communicating professionally with clients by phone and email Supporting day-to-day office workflow and operations This is detail-heavy, process-driven work. For the right person, that's exactly the appeal. Who Tends to Do Well Here This role tends to resonate with professionals who are steady, detail-oriented, and dependable. People who notice what others miss, communicate well, and follow through without reminders.

The strongest candidates are typically:

Polished and professional with clients Highly organized and process-driven Comfortable owning repetitive but important workflows Accountable without close supervision Calm, consistent, and reliable Low ego, team-oriented, and easy to work with This is a strong fit for someone who enjoys being the person others trust to get it right. Backgrounds That Translate Well Relevant backgrounds often include: Wealth management / RIA client service Financial advisor support or branch operations Banking operations or private client support Escrow, title, or mortgage processing Insurance operations High-detail administrative support in professional services Financial services experience is helpful, but not required. What matters most is judgment, polish, consistency, and strong process discipline. Why Strong Candidates Take This Role The best candidates are drawn to this opportunity because it offers stability without stagnation, ownership without chaos, and long-term upside in a professional, well-run environment. It's a chance to step into a respected boutique firm, do meaningful work, and build a real career in financial services with a team that values consistency, trust, and strong execution. For the right person, this is not just the next job. It's the kind of role people stay in, grow in, and build from. Compensation and Long-Term Upside Base salary: $65K-$75K Up to $80

K:

for high-performing operators with strong tenure and proven stability Bonus / profit share: meaningful additional upside Health contribution: $700/month employer contribution 401(k): 6% match Long-term compensation path: demonstrated trajectory into the $95K-$120K+ range over time This is a role with real earning power for someone who becomes deeply valuable to the business. Location Thousand Oaks / Newbury Park, CA On-site, five days per week, with flexibility This team works in person and values consistency, presence, and day-to-day collaboration. About Fisher Search Group This search is being led by Fisher Search Group , a talent intelligence firm built to help high-performing companies identify, engage, and hire exceptional commercial and operational talent. We combine search execution, market intelligence, and candidate strategy to deliver thoughtful, high-signal hiring outcomes, especially in competitive, relationship-driven markets. Our work is built around precision, credibility, and long-term fit.