Advisor Services & Client Ops Specialist

California Coast Credit Union; San Diego (CA); Hybrid; USD 39,000 - 49,000; Full time

Job summary

California Coast Credit Union is seeking a Client Services Specialist in San Diego, CA to support administrative and client service tasks for CCFS. The role focuses on referral tracking, account maintenance, and collaboration with financial advisors to ensure compliant, accurate records and timely service.

Responsibilities include coordinating calendars, preparing materials, onboarding advisors, and producing regular reports on referrals, appointments, and activity.

Qualifications

• High School diploma or equivalent.
• Experience supporting investment services, wealth management, financial services, banking, or credit union operations preferred.
• Experience working with CRM systems.
• Ability to manage multiple priorities with attention to detail.
• Knowledge of financial services compliance and client documentation processes preferred.
• Strong coordination across departments and stakeholders.

Responsibilities

• Coordinate advisor calendars, meetings, client reviews, and follow-ups.
• Assist with account opening, maintenance, transfers, beneficiaries, and service requests.
• Prepare client meeting materials, illustrations, and investment account documents.
• Support advisor onboarding and transitions.
• Administer the CCFS referral program including tracking and follow-up.
• Maintain referral records and reporting for audit, compliance, and performance.
• Develop and improve departmental procedures, workflows, and job aids.
• Coordinate referrals with advisors, branches, contact center, and management.
• Monitor referral pipeline and elevate items needing follow-up.
• Support branch and contact center training scheduling and tracking.
• Maintain records per Cetera policies, FINRA requirements and standards.
• Assist with management reports, presentations, and strategic planning materials.
• Contribute to investment-related marketing campaigns using approved systems.
• Coordinate marketing lists, campaigns, events, and reporting.

Skills

CRM systems

Multitasking

Attention to detail

Client service

Verbal communication

Organizational skills

Education

High School diploma or equivalent

Tools

Microsoft Office Suite

Job description

California Coast Credit Union is seeking a Client Services Specialist in San Diego, CA to support administrative and client service tasks for CCFS. The role focuses on referral tracking, account maintenance, and collaboration with financial advisors to ensure compliant, accurate records and timely service.

Responsibilities include coordinating calendars, preparing materials, onboarding advisors, and producing regular reports on referrals, appointments, and activity.