Job Description
Job DescriptionClient Services Office Coordinator
Location: Downtown San Diego (Onsite)
Compensation: Up to $62K (may consider higher for strong candidates)
A growing wealth management firm in downtown San Diego is seeking a Client Services Office Coordinator to support financial advisors and deliver high-touch service to clients. This role is ideal for someone with a background in wealth management, banking, or financial services who enjoys client interaction and administrative support.
What You’ll Do
Serve as the first point of contact for clients (phone, email, in person)
Support financial advisors with client service and daily operations
Assist with account openings, maintenance, transfers, and paperwork
Coordinate client onboarding and ensure documentation is complete and compliant
Prepare client meeting materials, reports, and follow-ups
Manage calendars, schedule meetings, and coordinate logistics
Maintain accurate client records in CRM and custodial systems
Support general office operations and special projects as needed
What We’re Looking For
2+ years experience in wealth management, financial services, or banking
Client service or advisor support experience preferred
Strong attention to detail and organizational skills
Professional communication and client-first mindset
Proficiency in Microsoft Office (Outlook, Excel, Word)
Experience with CRM or custodial platforms is a plus
Why Join
Collaborative and supportive team
Opportunity to grow within a respected wealth management firm
Competitive compensation and benefits
Meaningful role supporting clients and advisors
Equal Opportunity Employer / Disabled / Protected Veterans
The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRi…
The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_…
For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.
We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.
AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
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We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
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Company DescriptionThis company offers growth and a great group of people to work with.
Company Description
This company offers growth and a great group of people to work with.