Client Service & Office Coordinator

1420 Rocky Ridge Dr, Roseville, CA 95661, USA

Posted Thursday, October 16, 2025 at 6:00 AM

Capital Planning Avisors is a professional, client-focused registered investment advisory firm dedicated to making a meaningful difference in the lives of those we serve. Our work is guided by excellence, integrity, and a commitment to long-term client success. This is an exciting opportunity to join a respected and growing firm in the financial services industry. We seek a collaborative, creative professional eager to play a key role in our firm's ongoing growth and evolution.

The Office Manager is key in delivering exceptional client experiences and ensuring smooth day-to-day office operations. This individual will be the first point of contact for many clients—both in person and by phone—providing a warm, professional, and solutions-oriented presence. The role combines administrative support, client service coordination, and office management responsibilities, making it ideal for someone who enjoys variety and collaboration.

• Serve as the first point of contact for clients and visitors, creating a positive and welcoming experience.
• Deliver exceptional service for new and ongoing clients, listening carefully to needs and resolving concerns with professionalism and timeliness.
• Assist with client operations support, such as onboarding, document collection, file maintenance, and responding to client requests with an emphasis on accuracy.
• Apply the company’s customer support policies, standards, and procedures during all client interactions.

• Provide administrative support to office staff, including scheduling meetings, preparing documents, and managing data entry.
• Coordinate incoming and outgoing mail, deliveries, and office supply inventory.
• Support special projects and operational initiatives as needed to help achieve business objectives.

• Excellent interpersonal, written, and verbal communication skills.
• Strong teamwork skills and ability to work both collaboratively and independently.
• Professional judgment, discretion, and attention to detail.
• Organizational skills with the ability to manage multiple priorities simultaneously.
• Competency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and video conferencing platforms.

• 2-5 years of customer support or administrative experience, preferably within the financial industry.
• Associate’s or Bachelor’s degree preferred.
• Proven ability to manage conflicting priorities and maintain accuracy under pressure.
• Comfortable navigating proprietary systems and conducting online research.

• Ability to operate standard office equipment and technology, with or without accommodation.

Activities take place in an office environment or a secure remote location. The noise level is typically quiet.

Capital Planning Advisors functions within a dynamic economic environment. This job description is a summary and not a contract. The responsibilities and duties of this role may change at any time based on business needs.

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).

• You acknowledge that if hired, Blue spring Wealth Partners may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Blue spring Wealth Partners to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Blue spring Wealth Partners prohibits any such discrimination or harassment.

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.