Client Services Coordinator

Join Our Team as a Client Services Coordinator!At Tax & Financial Group(TFG), we have been dedicated to empowering clients toward long-term financial security for 55 years. Our commitment to personalized service and expertise has allowed us to help countless individuals and families achieve their financial goals.Why TFG?We pride ourselves on our customized approach to wealth management"”focusing on growing, protecting, and conserving our clients' wealth. As a member of our team, you'll play a crucial role in this mission, partnering with some of our most experienced financial advisors.About the Role:We are currently seeking an efficient and intuitive Full-Time Client Services Coordinator for our Newport Beach office. This is an in-person position Monday through Friday, daytime hours. In this dynamic position, you'll support business processing and enhance client service, ensuring that our clients receive the exceptional support they deserve. Your responsibilities will include a diverse range of tasks, requiring both judgment and initiative. You'll work closely with TFG's resource team to deliver superior service, making a tangible difference in our clients experiences.What We Offer:Competitive Compensation: We value your skills and expertise.401(k) Match: Help secure your financial future with our matching contributions.Generous Paid Time Off (PTO): Enjoy a healthy work-life balance with over 30 PTO days a year and recharge.Comprehensive Benefits: Additional perks to support your well-being.Collaborative Environment: Work alongside experienced financial advisors and a dedicated team.Impactful Work: Contribute directly to our clients' financial journeys and success.Professional Growth: Opportunities for skill development.Primary responsibilities include:Interacting with financial advisors and their clients to process new business, secure forms, pull client reports and statementsAssist with account changes and maintenance as well as research technical questionsPrepare and edit correspondence, communications, presentations, client meeting materials and other documentsFile and retrieve documents and reference materials within compliance guidelines for advisors and clientsConduct research and analyze data to prepare reports and documentsManage and maintain advisor's appointment scheduleAnswer and manage incoming calls and emailsReceive and interact with incoming visitorsLiaise with internal staff at all levels and coordinate project-based workThe preceding functions have been provided examples of the types of work performed by employees assigned to this job classification. Management reserves the right to add, modify, change or rescind work assignments and to make reasonable accommodations as needed.Requirements:Must meet background check and fingerprinting requirementsProficient with Microsoft Office and OutlookCustomer service oriented with strong writing, speaking, communication and phone skills2+ years of administrative experienceProactive, personable, dependable, organized and able to meet deadlinesCollege Degree or equivalent experienceEmployment TypeFull Time - Non ExemptCompensation: The expected per pay period range for this position is between $52,000-$70,000 annually. The actual compensation will be determined based on experience and other factors permitted by law.Apply Today!Join us in making a positive impact on our clients financial futures and enjoy a fulfilling career in a supportive and dynamic environment.

Created: 2025-02-16