Client Services Coordinator — Wealth Advisory
Listed on 2026-10-15
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Finance & Banking
Office Administrator/ Coordinator, Financial Services
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.
Join us at Tax & Financial Group as our next Client Services Coordinator — Wealth Advisory (San Diego) in San Diego, CA, United States.
This opportunity is part of our work in Management & Operations.
The advertised compensation is 65.000 - 72.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Client Services Coordinator — Wealth Advisory (San Diego) role in the description above.
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