Client Services Coordinator

Tax & Financial Group; San Diego (CA); On-site; USD 65,000 - 72,000; Full time

Benefits offered by this job

Competitive compensation

401(k) Match

Generous PTO

Comprehensive benefits

Collaborative environment

Impactful work

Job summary

Tax & Financial Group (TFG) seeks a proactive Full-Time Client Services Coordinator for our San Diego office. This in-person role supports business processing and enhances client service, working with our seasoned financial advisors to deliver exceptional client experiences.

You will handle a range of tasks with judgment and initiative, from document processing to client communications, ensuring accuracy and compliance while collaborating with the resource team.

Qualifications

• 2+ years of administrative experience.
• Proficient with Microsoft Office and Outlook.
• Customer service oriented with strong writing, speaking, communication and phone skills.

Responsibilities

• Interacting with financial advisors and their clients to process new business, secure forms, pull client reports and statements.
• Assist with account changes and maintenance as well as research technical questions.
• Prepare and edit correspondence, communications, presentations, client meeting materials and other documents.
• File and retrieve documents and reference materials within compliance guidelines for advisors and clients.
• Conduct research and analyze data to prepare reports and documents.
• Manage and maintain advisor’s appointment schedule.
• Answer and manage incoming calls and emails.
• Receive and interact with incoming visitors.
• Liaise with internal staff at all levels and coordinate project-based work.

Skills

Customer service

Communication skills

Written communication

Phone skills

Education

College Degree or equivalent experience

Tools

Microsoft Office

Outlook

Job description

Join Our Team as a Client Services Coordinator!

At Tax & Financial Group (TFG), we have been dedicated to empowering clients toward long-term financial security for 55 years. Our commitment to personalized service and expertise has allowed us to help countless individuals and families achieve their financial goals.

Why TFG?

We pride ourselves on our customized approach to wealth management—focusing on growing, protecting, and conserving our clients’ wealth. As a member of our team, you’ll play a crucial role in this mission, partnering with some of our most experienced financial advisors.

About the Role

We are currently seeking an efficient and intuitive Full-Time Client Services Coordinator for our San Diego office. This is an in-person position Monday through Friday, daytime hours. In this dynamic position, you’ll support business processing and enhance client service, ensuring that our clients receive the exceptional support they deserve. Your responsibilities will include a diverse range of tasks, requiring both judgment and initiative. You’ll work closely with TFG’s resource team to deliver superior service, making a tangible difference in our clients' experiences.

What We Offer

• Competitive Compensation: We value your skills and expertise.
• 401(k) Match: Help secure your financial future with our matching contributions.
• Generous Paid Time Off (PTO): Enjoy a healthy work-life balance with over 30 PTO days a year and recharge.
• Comprehensive Benefits: Additional perks to support your well-being.
• Collaborative Environment: Work alongside experienced financial advisors and a dedicated team.
• Impactful Work: Contribute directly to our clients’ financial journeys and success.

Primary responsibilities include

• Interacting with financial advisors and their clients to process new business, secure forms, pull client reports and statements
• Assist with account changes and maintenance as well as research technical questions
• Prepare and edit correspondence, communications, presentations, client meeting materials and other documents
• File and retrieve documents and reference materials within compliance guidelines for advisors and clients
• Conduct research and analyze data to prepare reports and documents
• Manage and maintain advisor’s appointment schedule
• Answer and manage incoming calls and emails
• Receive and interact with incoming visitors
• Liaise with internal staff at all levels and coordinate project-based work

The preceding functions have been provided examples of the types of work performed by employees assigned to this job classification. Management reserves the right to add, modify, change or rescind work assignments and to make reasonable accommodations as needed.

Requirements

• Must meet background check and fingerprinting requirements
• Proficient with Microsoft Office and Outlook
• Customer service oriented with strong writing, speaking, communication and phone skills
• 2+ years of administrative experience
• Proactive, personable, dependable, organized and able to meet deadlines
• College Degree or equivalent experience

Employment Type

Full Time – Non Exempt

Compensation

The expected per pay period range for this position is between $65,000-$72,000 annually. The actual compensation will be determined based on experience and other factors permitted by law.

Apply Today

Join us in making a positive impact on our clients' financial futures and enjoy a fulfilling career in a supportive and dynamic environment.