Client & Operations Coordinator
Listed on 2026-10-06
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Administrative/Clerical
Office Administrator/ Coordinator
The Corban Group, a fast-growing financial planning firm in Anaheim, CA, is seeking a highly organized Client Service Administrator to support administrative, client service, and operational workflows. The role focuses on delivering exceptional client experiences, managing onboarding, and maintaining detailed client records in Redtail CRM.
This position requires a Bachelor’s degree and 3+ years of administrative or client service experience, with a proactive, detail-oriented, and collaborative
We are seeking a motivated Client Experience & Operations Coordinator to join The Corban Group in Anaheim, CA, United States.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Anaheim, CA, United States.
This opportunity is part of our work in Management & Operations, IT & Technology.
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