Client Case Manager for Financial Planning Firm - Financial Firm - San Jose, CA

Advisor Employee Services; San Jose (CA); On-site; USD 80,000 - 120,000; Full time

Job summary

A financial planning firm in San Jose is seeking a dedicated Client Case Manager to perform diverse planning and administrative functions. This role involves delivering excellent customer service, managing relationships, and supporting daily operations in a fast-paced environment. Ideal candidates will have substantial experience in financial services and strong organizational skills.

Benefits

Medical Insurance

Stock options

Qualifications

• At least 3 years of administrative office experience in a fast-paced environment.
• Experience in the Financial Services industry.
• Understanding of insurance and annuity products.

Responsibilities

• Complete and verify new business applications and in-force paperwork.
• Maintain accurate CRM data and build strong client relationships.
• Coordinate with insurance carriers for efficient processing.

Skills

Communication

Time Management

Organization

Reliability

Team Player

Independence

Tools

MS Office Suite

CRM Systems

Job description

Client Case Manager for Financial Planning Firm - Financial Firm - San Jose, CA

Join to apply for the Client Case Manager for Financial Planning Firm - Financial Firm - San Jose, CA role at Advisor Employee Services

Position Overview

Our financial planning firm, NIM Retirement Group, located in San Jose, CA, is seeking a dedicated Client Case Manager to perform diverse planning and administrative functions. This role involves delivering excellent customer service and supporting the daily operations of the company. If you are looking for a rewarding career opportunity in a fast-paced environment, we encourage you to apply today!

Compensation

Base pay range: $80,000.00/yr - $120,000.00/yr. Your actual pay will depend on your skills and experience. Additional details on pay range are provided by Advisor Employee Services.

Qualifications

• At least 3 years of administrative office experience in a fast-paced environment
• Experience in the Financial Services industry
• Understanding of insurance and annuity products
• Proficient in MS Office Suite, especially Excel
• CRM experience; HubSpot preferred
• Insurance company suitability experience preferred
• Experience with financial services back-office case management preferred
• Experience managing relationships with custodians like Schwab, Fidelity, Vanguard preferred

Skills

• Ability to prioritize and manage time effectively
• Strong follow-through and communication skills, both verbal and written
• Persistence and organizational skills
• Reliable with a strong work ethic
• Ability to work under pressure with maturity and poise
• Team-oriented and independent work capability

Responsibilities

• Complete and verify new business applications and in-force paperwork
• Track and update the status of pending business
• Resolve issues with submissions and follow up on annuity exchanges and transfers
• Coordinate with insurance carriers and upline offices for efficient processing
• Maintain accurate CRM data and build strong client relationships
• Stay updated on product and carrier changes
• Ensure application cycle times meet or exceed industry standards

Additional Details

• Salary + Bonus: $80K-$120K
• Benefits include Medical Insurance and future stock options
• Hours: 8:30am to 5:30pm, with some evening client events

Company Information

Presented by Advisor Employee Services, a reputable consulting firm representing top financial advisors nationwide. Visit our website to learn more. We are not a staffing agency but specialize in precisely matching personnel with established financial firms.