Client Services Coordinator (Part Time: 25-29 hours per week) jobs in United States
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Tax & Financial Group · 3 months ago

Client Services Coordinator (Part Time: 25-29 hours per week)

positionSan Diego, CA
timePart-time
remoteOnsite
seniorityEntry Level
money$28/hr - $34/hr
date2+ years exp

Tax & Financial Group is a comprehensive financial services firm dedicated to empowering clients toward long-term financial security. They are seeking a Part Time Client Services Coordinator to support financial advisors and ensure exceptional service delivery to clients.

FinanceFinancial Services

Responsibilities

Interacting with financial advisors and their clients to process new business, secure forms, pull client reports and statements
Process account updates and perform routine maintenance while researching and resolving technical issues as needed
Prepare and edit correspondence, communications, presentations, client meeting materials and other documents
File and obtain documents and reference materials within compliance guidelines for advisors and clients
Conduct research and analyze data to prepare reports and documents
Manage and maintain advisor’s appointment schedule
Answer and manage incoming calls and emails
Receive and interact with incoming visitors
Liaise with internal staff at all levels and coordinate project-based work

Qualification

Microsoft OfficeCustomer serviceAdministrative experienceCommunication skillsOrganizational skills

Required

Must meet background check and fingerprinting requirements
Proficient with Microsoft Office and Outlook
Customer service oriented with strong writing, speaking, communication and phone skills
2+ years of administrative experience
Proactive, personable, dependable, organized and able to meet deadlines
College Degree or equivalent experience

Benefits

401(k) matching after meeting eligibility requirements
Dental insurance
Health insurance
Paid time off
Vision insurance

Company

Tax & Financial Group

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Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.
dateFounded in 1979
location
Ligonier, Pennsylvania, USA
people-size51-200 employees
web-link
https://www.jakesandassociates.com/

Funding

Current Stage
Growth Stage

Leadership Team

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Christine Tapia
Chief Operating Officer
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Mark Garvin
Partner
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Company data provided by crunchbase