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Private Client Services CoordinatorRobert Half

  • Not-remote
  • Temp
  • Total comp
    Expected total yearly pay with bonus and equity at target, including any base pay.
  • Salary
  • Rancho Santa Fe, CA

Job Summary

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 Responsibilities

  • Coordinate 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.

Requirements

  • 3+ years of experience in private client services, luxury hospitality, executive support, or relationship coordination.

  • Excellent written and verbal communication skills.

  • Strong organizational skills and the ability to anticipate next steps.

  • Proficiency in Microsoft Office and calendar management tools.

  • Sound judgment when handling sensitive information.

  • A service-oriented mindset and comfort working with demanding schedules.

TalentMatch

Robert Half is the worlds first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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