Advisor Support & Operations Specialist

Cal Coast Credit Union; San Diego (CA); On-site; USD 39,000 - 48,000; Full time

Job summary

Cal Coast Credit Union’s Cal Coast Financial Services is seeking a Client Services Specialist to support daily operations for licensed and registered Financial Advisors. You will coordinate referrals, maintain records, generate reports, and support client/member servicing in a compliant, efficient office environment.

The role emphasizes administrative precision, cross-department collaboration, and accurate documentation, while not providing investment advice or sales activities.

Qualifications

• High School diploma or equivalent, some college preferred.
• Experience supporting investment services, wealth management, financial services, banking, or credit union operations preferred.
• Experience working with CRM systems.

Responsibilities

• Coordinate advisor calendars, meeting preparation, client review scheduling, and follow-up activities.
• Assist with account opening, maintenance, transfers, beneficiary updates, service requests, and other administrative functions.

Skills

CRM systems

Attention to detail

Multitasking

Customer service

Verbal communication

Education

High School diploma or equivalent

Some college coursework preferred

Tools

Microsoft Office

CRM software

Job description

Cal Coast Credit Union’s Cal Coast Financial Services is seeking a Client Services Specialist to support daily operations for licensed and registered Financial Advisors. You will coordinate referrals, maintain records, generate reports, and support client/member servicing in a compliant, efficient office environment.

The role emphasizes administrative precision, cross-department collaboration, and accurate documentation, while not providing investment advice or sales activities.