Talent.com

Client coordinator [h1.location_city]

[job_alerts.create_a_job]

Client coordinator • san diego ca

[last_updated.last_updated_variable_hours]
Business Development and Client Services Coordinator

Business Development and Client Services Coordinator

Optima OfficeSan Diego, CA, United States
[job_card.full_time]
Business Development and Client Services Coordinator.San Diego, CA | 30-40 hours per week | $25-28 / hour.Optima Office is a female-owned firm providing Fractional CFO, Accounting, and HR services to...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
Client Service Specialist

Client Service Specialist

Mercer AdvisorsSan Diego, CA, US
[job_card.full_time]
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives.How? By integrating financial planning, investment management, tax, estate, insurance,...[show_more][last_updated.last_updated_30]
  • [promoted]
Client Relationship Associate

Client Relationship Associate

TEAMSan Diego, CA, US
[job_card.full_time]
We are looking for an exceptional Client Relationship Associate to support enterprise client relationships and provide white-glove service experiences in our fastest-growing segment, TEAM Private F...[show_more][last_updated.last_updated_variable_days]
Client Service Representative

Client Service Representative

VCA Animal HospitalsSan Diego, CA, United States
[job_card.full_time]
Client Service Representative (CSR).VCA Emergency Animal Hospital & Referral Center is a fast-paced, 24-hour emergency and specialty referral hospital located in beautiful San Diego, California.We ...[show_more][last_updated.last_updated_30]
  • [promoted]
  • [new]
Client Service Associate

Client Service Associate

Morgan StanleyLa Jolla, CA, US
[job_card.full_time]
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams on a daily basis. Through regular interactions wi...[show_more][last_updated.last_updated_variable_hours]
  • [promoted]
Client Executive, GTS

Client Executive, GTS

GartnerSan Diego, CA, United States
[job_card.full_time]
Are you looking for a dynamic career with excellent advancement potential at a global market leader? If so, consider Gartner, the world's leading research and advisory company, serving C-suite lead...[show_more][last_updated.last_updated_30]
  • [promoted]
Remote Client Relations Coordinator

Remote Client Relations Coordinator

TradeJobsWorkforce92136 San Diego, CA, US
[filters.remote]
[job_card.full_time]
As a Remote Client Relations Coordinator, you will be responsible for supporting customers and handling inquiries from the comfort of your home, including : respond to customer inquiries via phone, ...[show_more][last_updated.last_updated_30]
Client Service Representative

Client Service Representative

San Diego StaffingSan Diego, CA, United States
[job_card.part_time]
Veterinary Client Service Representative.At VCA, we value all our employees and want to provide you with opportunities to take on new and exciting roles within VCA! VCA Peninsula Animal Hospital is...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
  • [new]
Client Services Coordinator

Client Services Coordinator

Robert HalfSan Diego, CA, US
[job_card.permanent]
We are seeking a motivated Client Services Coordinator to join our team in San Diego, California.This contract-to-permanent role offers the opportunity to support a fast-paced insurance operation w...[show_more][last_updated.last_updated_variable_hours]
  • [promoted]
Client Success Manager

Client Success Manager

Wonderist AgencySan Diego, CA, US
[job_card.full_time]
Wonderist Agency is a full-service marketing agency that supports almost 1000 dentists around the country.We pride ourselves on ditching the old fashioned marketing model of stock photos and templa...[show_more][last_updated.last_updated_30]
Client Account Executive

Client Account Executive

Sales MatchSan Diego, California, United States
[job_card.full_time]
Remote Client Account Executive.We are looking for an ambitious and results-driven Client Account Executive to join our remote team. In this role, you will manage a portfolio of client accounts, del...[show_more][last_updated.last_updated_30]
Client Services Representative

Client Services Representative

Cetera Financial GroupSan Diego, CA, United States
[job_card.full_time]
The Client Services Representative supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experien...[show_more][last_updated.last_updated_30]
  • [promoted]
Client Administrator

Client Administrator

Marsh & McLennanSan Diego, CA, US
[job_card.full_time]
The primary focus of the Client Administrator is to provide technical support to Client Executives and to clients in maintaining Business Insurance insurance policies in accordance with the objecti...[show_more][last_updated.last_updated_30]
  • [promoted]
Client Service Associate

Client Service Associate

Jackson HewittChula Vista, CA, US
[job_card.full_time]
We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look n...[show_more][last_updated.last_updated_30]
  • [promoted]
Client Service Coordinator

Client Service Coordinator

Banfield Pet HospitalSan Diego, CA, US
[job_card.full_time]
The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets),...[show_more][last_updated.last_updated_30]
Client Specialist

Client Specialist

Barry'sSan Diego, CA, United States
[job_card.full_time] +1
We appreciate your interest in employment with Barry's! Barry's is committed to a policy of equal employment opportunity, and will not discriminate against an applicant or employee on the basis of ...[show_more][last_updated.last_updated_30]
  • [promoted]
Client Administrator

Client Administrator

Marsh McLennanSan Diego, CA, US
[job_card.full_time]
The primary focus of the Client Administrator is to provide technical support to Client Executives and to clients in maintaining Business Insurance insurance policies in accordance with the objecti...[show_more][last_updated.last_updated_30]
  • [promoted]
Client Success Manager

Client Success Manager

TradeJobsWorkForce92190 San Diego, CA, US
[job_card.full_time]
Client Success Manager Job Duties : Train CS team in the coaching / management process for clients in regards to ...[show_more][last_updated.last_updated_30]
Client Enrollment Representative

Client Enrollment Representative

ASPIREBonita, CA, United States
[job_card.full_time]
Aspire is a future-focused, impact-driven sales agency based in San Diego that plays a key role in helping businesses stay connected. Through our premier partnership with AT&T, we support local comp...[show_more][last_updated.last_updated_variable_days]
Business Development and Client Services Coordinator

Business Development and Client Services Coordinator

Optima OfficeSan Diego, CA, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Type

Full-time

Description

Business Development and Client Services Coordinator San Diego, CA | 30-40 hours per week | $25-28 / hour

About Optima Office

Optima Office is a female-owned firm providing Fractional CFO, Accounting, and HR services to 300+ companies nationwide. Recognized as Inc. 5000 fastest growing and a San Diego Best Place to Work, we prioritize our team with various incentives, including flexible schedules and fun in person events.

The Role

Support our growth and client retention through business development, client services, and office coordination. This on-site position is critical to our sales pipeline, client onboarding, and daily operations.

Key Responsibilities

Business Development

  • Maintain HubSpot CRM : update leads, pipelines, and deal stages
  • Support outbound sales : prospect research, cold outreach, meeting coordination
  • Attend networking events and represent Optima at business associations
  • Assist with proposals, engagement letters, and sales follow-up

Client Services

  • Coordinate new client onboarding and consultant assignments
  • Maintain client records and track feedback / retention metrics
  • Support client check-ins and relationship management
  • Assist with cross-sell opportunities and client surveys

    • Office Operations

  • Manage reception : answer calls, greet visitors, maintain office organization
  • Coordinate events, gifting, and company culture initiatives
  • Support meeting prep, scheduling, and administrative tasks

    • You're a Great Fit If You're :

  • A proactive communicator with strong follow-through
  • Detail-oriented and able to manage multiple priorities
  • Comfortable with CRM systems and sales support
  • A self-starter who thrives in a collaborative team environment

    • Schedule : Monday-Friday, on-site at our San Diego office. Flexible hours : arrive between 7 : 30am-10 : 30am and work your scheduled hours (departing between 2 : 30pm-7 : 30pm). Occasional remote work available, possibly a day a week and for appointments with notice.

    Requirements

  • Bachelors degree preferred
  • Excellent technical skills; expert MS OFFICE skills
  • 2 years of experience in a business development or client services role
  • Working knowledge of CRM technology; Hubspot preferred
  • Excellent communication skills
  • Ability to work in a fast paced environment
  • Self starter
  • Meticulous about details and effeciency

    • Salary Description

    $25-$28 per hour