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We are looking for a detail-oriented Client Service Coordinator to join our team on a Contract basis in San Marcos, California. In this role, you will play a pivotal part in ensuring operational efficiency by managing administrative tasks, supporting client account processes, and maintaining organized documentation. This position requires excellent communication skills, a proactive approach to task management, and the ability to handle sensitive information with discretion.
Job Responsibility:
Coordinate team schedules by updating calendars, tracking tasks, and managing action items effectively
Document and distribute clear meeting notes while ensuring timely follow-up on assigned tasks
Process wealth management account paperwork, custodial forms, and perform data entry with accuracy
Assist with account openings, transfers, and custodial requests, following established procedures
Maintain organized and accurate file systems, adhering to naming conventions and document management protocols
Complete checklists thoroughly and ensure all steps are finalized independently
Manage high-volume operational tasks with precision and a sense of urgency
Communicate effectively in writing to support workflows and resolve issues promptly
Requirements:
Proven experience in receptionist duties, including answering inbound calls and greeting clients
Competence in scanning and managing documents with attention to detail
Strong clerical skills, including data entry and administrative support
Ability to handle sensitive information with professionalism and confidentiality
Exceptional organizational skills to manage multiple tasks and deadlines
Effective written and verbal communication abilities
Proficiency with office software and document management systems
Experience working in a fast-paced environment with high operational demands
What we offer:
medical, vision, dental, and life and disability insurance