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:
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:
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:
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
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.
FISHER SEARCH GROUP 🎣
⭐ Sales and Marketing
👉 Medical Device / Med Tech
📈 Leadership (Manager, Director, VP, Head of)
🗺 U.S. and Canada
We work with amazing clients. They are innovative and disruptive, forging new ways of solving the world's problems, and most importantly, they are translating ideas into action. We recognize that they couldn't do what they do without great talent, and that's where we come in. Talent is the fuel that transforms our client's grand ideas into reality.
As a boutique executive search firm, we are exclusively focused in searches in sales and marketing at the leadership level for the medical device and med tech industry. We are known for providing a high-touch, non transactional level of service for select clients seeking talent acquisition services. Through flexible levels of service, over the past 13+ years we've developed a reputation for finding and introducing talent from our curated database and deep network to employers. Our typical client has revenues between $50M and $500M and is located within the U.S. and Canada.
Our typical candidate is currently employed, passively looking for the next best role, and moving to their 2nd or 3rd job after college, with 5 to 20 years of experience, and excellent stability. Over the past several years we've developed a network of "off-market" passive candidates that rarely surface during a typical search, many of whom have now become our top clients.
We are seeking accomplished individuals looking to advance their careers in taking on new and exciting challenges and solving problems. We make purposeful introductions that are in alignment with both the candidate's career goals and our client's search criteria.
Professional experience stems from many years working in human resources on the employer side, with diverse companies and individuals across various industries, including Fortune 500, public, private, non-profit, and startup companies.
