Client Services Coordinator — Wealth Advisory (San Diego)

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

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.