Tax & Financial Group · 1 day ago
Client Services Coordinator
San Diego, CA
Full-time
Onsite
Entry Level
$55K/yr - $68K/yr
2+ years expTax & Financial Group (TFG) has been dedicated to empowering clients toward long-term financial security for 55 years. They are currently seeking a Full-Time Client Services Coordinator to support business processing and enhance client service in their San Diego office.
FinanceFinancial Services
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
Qualification
Required
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) Match
Generous Paid Time Off (PTO)
Comprehensive Benefits
Collaborative Environment
Impactful Work
Professional Growth
Company
Tax & Financial Group
Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Christine Tapia
Chief Operating Officer
Mark Garvin
Partner
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