We are seeking a reliable and detail-driven Client Planning Operations Specialist to support clients with organizing, coordinating, and confirming personalized arrangements. This role is well suited for candidates in California who value structure, accuracy, and delivering a high standard of service in a professional environment.
In this position, you will work directly with clients to gather preferences, timelines, and requirements, then research and coordinate appropriate options using approved systems and resources. You will be responsible for ensuring all details are documented correctly, reservations are confirmed accurately, and clients receive clear communication throughout the planning process. The ability to manage multiple requests while maintaining attention to detail is essential.
Key Responsibilities
Communicate with clients to understand needs, schedules, and expectations
Research accommodations, transportation, and experience options
Coordinate and confirm reservations and planning details
Prepare organized itineraries, confirmations, and documentation
Support updates or changes when required
Maintain accurate client records and internal notes
Qualifications
Strong communication and organizational skills
High attention to detail and follow-through
Customer service, coordination, or hospitality experience preferred
What We Offer
Flexible work structure
Training and ongoing support
Access to professional planning tools
Growth opportunities within a stable team