Client Services Coordinator — Wealth Advisory; San Diego
Job in
San Diego, San Diego County, California, 92189, USA
Listed on 2026-07-22
Listing for:
Tax & Financial Group
Full Time
position Listed on 2026-07-22
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator, Financial Services
Job Description & How to Apply Below
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.
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