Join Our Team as a Client Services Coordinator
We are a thriving comprehensive financial services firm and have been dedicated to empowering clients toward long-term financial security for 55 years. As a member of our team, you’ll play a crucial role in this mission, by supporting our financial advisors and enabling us to deliver exceptional service to our clients.
About the Role:
TFG’s San Diego office location is seeking an efficient & intuitive Client Services Coordinator to support business processing and client service. Partnering with TFG’s resource team, the candidate we seek will work on a significant range of duties and assignments, which may require judgement and initiative in order to provide our clients and advisors with superior service. This is an in person position working in person at the San Diego office location.
What We Offer:
- Generous Paid Time Off (PTO): Enjoy over 30 PTO days per year and recharge.
- Work schedule designed to support work-life balance. Typical hours: 8:30 am-5:00 pm Monday through Friday.
- Competitive Compensation: We value your skills and expertise.
- 401(k) Match: Help secure your financial future with our matching contributions.
- Comprehensive Benefits: Additional perks to support your well-being.
- Collaborative Environment: Work alongside experienced specialists and a dedicated team.
- Impactful Work: Contribute directly to our clients’ financial journeys and success.
- Professional Growth: Opportunities for skill and career development. Associates like to stay and grow with us.
Primary responsibilities include:
- Interacting with financial advisors and their clients to process new business, secure forms, pull client reports and statements
- Process account updates and perform routine maintenance while researching and resolving technical issues as needed.
- Prepare and edit correspondence, communications, presentations, client meeting materials and other documents
- File and obtain 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
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
Benefits:
- 401(k) matching after meeting eligibility requirements
Schedule:
- Day shift
- Monday to Friday
Compensation: The expected pay range for this position is between $60,000-$72,000 annually. The actual compensation will be determined based on experience and other factors permitted by law.
Work Location: In Person, San Diego
Industry: Financial Services
Employment Type: Full Time (Non Exempt)
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.
Our Culture: Discover more about our engaging work culture by exploring our latest posts on https://www.linkedin.com/company/tax-&-financial-group/posts/
Apply Today!
Join us in making a positive impact on our clients' financial futures and enjoy a fulfilling career in a supportive environment.
Job Type: Full-time
Pay: $60,000.00 - $72,000.00 per year
Benefits:
Work Location: In person
