What are the responsibilities and job description for the Client Services Coordinator position at Tax & Financial Group?

Join Our Team as a Client Services Coordinator!

At Tax & Financial Group (TFG), we have been dedicated to empowering clients toward long-term financial security for over 54 years. Our commitment to personalized service and expertise has allowed us to help countless individuals and families achieve their financial goals.

Why TFG?

We pride ourselves on our customized approach to wealth management—focusing on growing, protecting, and conserving our clients’ wealth. As a member of our team, you’ll play a crucial role in this mission, partnering with some of our most experienced financial advisors.

About the Role :

We are currently seeking an efficient and intuitive Full-Time Client Services Coordinator for our Honolulu office. This is an in-person position at our Honolulu office Monday through Friday, daytime hours and we are seeking a candidate who is available for an early morning start time. In this dynamic position, you’ll support business processing and enhance client service, ensuring that our clients receive the exceptional support they deserve. Your responsibilities will include a diverse range of tasks, requiring both judgment and initiative. You’ll work closely with TFG’s resource team to deliver superior service, making a tangible difference in our clients' experiences.

What We Offer :

Competitive Compensation : We value your skills and expertise.
401(k) Match : Help secure your financial future with our matching contributions.
Generous Paid Time Off : Enjoy a healthy work-life balance and recharge.
Comprehensive Benefits : Additional perks to support your well-being.
Impactful Work : Contribute directly to our clients’ financial journeys and success.
Professional Growth : Opportunities for skill development.

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

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

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

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

Employment Type

Full Time – Non Exempt

Apply Today!

Join us in making a positive impact on our clients' financial futures and enjoy a fulfilling career in a supportive and dynamic environment.

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Client Services Coordinator

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