Client Service & Operations Specialist — San Diego
Job in
San Diego, San Diego County, California, 92189, USA
Listed on 2026-08-23
Listing for:
Telos Capital Management, Inc.
Full Time
position Listed on 2026-08-23
Job specializations:
-
Customer Service/HelpDesk
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
Telos Capital Management, Inc. is seeking a detail-oriented Client Service & Operations Specialist in San Diego to support account administration, money movements, and client service.
You will work closely with the investment team, advisors, and custodians to ensure timely and accurate processing of requests and to promote a positive client experience. The role emphasizes accuracy, strong communication, and teamwork, with responsibilities spanning CRM file maintenance, client paperwork, and
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