Advisor Support & Operations Specialist
Listed on 2026-10-17
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Finance & Banking
Financial Advisor / Consultant, Banking & Finance
Cal Coast Credit Union’s Cal Coast Financial Services is seeking a Client Services Specialist to support daily operations for licensed and registered Financial Advisors. You will coordinate referrals, maintain records, generate reports, and support client/member servicing in a compliant, efficient office environment.
The role emphasizes administrative precision, cross-department collaboration, and accurate documentation, while not providing investment advice or sales activities.
We have an opening for a Advisor Support & Operations Specialist in San Diego, CA, United States within Finance, Management & Operations.
This role, Advisor Support & Operations Specialist at Cal Coast Credit Union, could be your next move.
Are you ready to take on the Advisor Support & Operations Specialist role at Cal Coast Credit Union?
We would love to welcome a new Advisor Support & Operations Specialist to our group in San Diego, CA, United States.
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