Client Services Coordinator - San Diego
3 weeks ago

Job summary
Join us in making a positive impact on our clients' financial futures and enjoy a fulfilling career in a supportive and dynamic environment.We pride ourselves on our customized approach to wealth management—focusing on growing, protecting, and conserving our clients' wealth.
- Serve as an efficient and intuitive Client Services Coordinator for Tax & Financial Group (TFG)
- Support business processing and enhance client service
Job description
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