New Job Opening: Client Service Manager in Walnut Creek, CA

Job Description

Client Service Manager

Job Summary

Seeking a highly motivated and detail-oriented Client Service Manager to join a dynamic financial services team. This role is pivotal in delivering exceptional service to clients and providing comprehensive support to Advisors. The ideal candidate will take a proactive approach to managing client relationships, ensuring smooth day-to-day operations, and enhancing the overall client experience. This is an excellent opportunity for a professional who thrives in a collaborative, high-touch environment and is passionate about fostering strong client relationships.

Compensation Package

• Base Salary: $95,000 - $125,000 + bonus opportunities


• Benefits: Comprehensive benefits package

Responsibilities

• Serve as the primary point of contact for client requests, ensuring timely and accurate responses.


• Maintain and update client and prospect accounts using CRM and other tools.


• Prepare, process, and follow up on client paperwork, including applications, agreements, and disclosures.


• Handle client transactions such as ACH/wire requests, distribution requests, and money movements.


• Utilize CRM to document and manage all client activities.


• Prepare Advisors for client and prospect meetings by scheduling appointments, drafting agendas, and creating necessary reports and presentations.


• Present prepared client reports to select retirement plan clients and follow up on open items.


• Assist in preparing Request for Proposals and scheduling employee education for retirement plans.


• Support Advisors in one-on-one employee education meetings for retirement plan clients.


• Generate and distribute quarterly client statements.


• Maintain organized client files and documentation.


• Contribute positively to team meetings and events.


• Assist with compliance-related tasks and marketing materials.


• Uphold the team’s core values of positivity, humility, and collaboration.


• Actively support team efforts, events, and functions, stepping in as needed to ensure seamless operations.


• Perform other duties and special projects as assigned.

Qualifications/Requirements

• Experience: 1-5 years of relevant experience as a Client Service Manager in financial services.


• Education: High school diploma or equivalent required.


• Licenses:
  
  
  
  • Active Series 7 and 66 licenses required (or willingness to obtain).
  
  
  • Series 6 or 65 is a strong plus.
  
  
  
  


• Skills:
  
  
  
  • Strong knowledge of financial planning and investment strategies preferred.
  
  
  • Excellent verbal and written communication skills.
  
  
  • Proficiency in MS Office (Outlook, Word, Excel).
  
  
  • Highly organized, detail-oriented, and proactive.
  
  
  
  


• Tech Stack Experience (Preferred):
  
  
  
  • Precise FP (data gathering)
  
  
  • Wealthbox (CRM)
  
  
  • Holistiplan (tax planning)
  
  
  • Wealth.com (estate planning)
  
  
  • Nitrogen (portfolio and risk analysis)
  
  
  • RightCapital (financial planning)
  
  
  • JumpAI (note-taking software)
  
  
  
  

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