Client Services Coordinator
3 weeks ago
**Job description**
Tax & Financial Group (TFG) is a 53+ year financial services firm committed to helping our clients achieve their goals of long-term financial security. Our customized approach is designed to grow, protect, and conserve our clients’ wealth by delivering exceptional personalized service and expertise.
**Primary responsibilities include**:
- Interacting with financial advisors and their clients to process new business, secure forms, pull client reports and statements
- Assist with account changes and maintenance as well as research technical questions
- Ensure compliance procedures for role are adhered to based on company policy
- Prepare and edit correspondence, communications, presentations, client meeting materials and other documents
- File and retrieve 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
- Receive and interact with incoming visitors
- Liaise with internal staff at all levels
- Coordinate project-based work
The 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 requirements
- Proficient with Microsoft Office and Outlook
- Customer service oriented with strong writing, speaking, communication and phone skills
- 2+ years of administrative experience (investments/financial services industry preferred)
- Proactive, personable, dependable, organized and able to meet deadlines
- College Degree or equivalent experience
**Not Required but the following are a plus**:
- Series 7 and/or 66 securities registrations
- Life and Health Insurance License
**Industry**
- Financial Services
**Employment Type**
Full Time - Non Exempt
**Compensation**:
The expected pay range for this position is between $50,000-$62,000 annually. The actual compensation will be determined based on experience and other factors permitted by law.
Pay: $50,000.00 - $62,000.00 per year
**Benefits**:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- Day shift
- Monday to Friday
Ability to Relocate:
- Newport Beach, CA 92660: Relocate before starting work (required)
Work Location: In person
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