Client Experience Manager — Advisor Support

Jonus Group; Walnut Creek (CA); On-site; USD 95,000 - 125,000; Full time

Benefits offered by this job

Bonus opportunities

Comprehensive benefits package

Job summary

Jonus Group is seeking a Client Service Manager to support a high-touch financial services team in Walnut Creek, CA. You will manage client relationships, prepare paperwork, and coordinate advisor-focused education and reporting.

The role requires solid communication, strong organizational skills, and familiarity with CRM systems to document activity and sustain client satisfaction. Enthusiasm for compliance and teamwork is essential.

Qualifications

• 1–5 years of experience as a Client Service Manager in financial services.
• Experience supporting Advisors and client onboarding processes.
• Strong communication and organizational skills with attention to detail.

Responsibilities

• Serve as the primary point of contact for client requests and ensure timely responses.
• Maintain and update client and prospect accounts using CRM and other tools.
• Prepare, process, and follow up on client paperwork including applications and disclosures.
• Handle client transactions such as ACH/wire requests and money movements.
• Prepare Advisors for client meetings with schedules, agendas, and reports.

Skills

Financial planning

Investment strategies

MS Office proficiency

Communication skills

Organizational skills

Education

High school diploma

Tools

Wealthbox

Holistiplan

Wealth.com

Nitrogen

RightCapital

JumpAI

Job description

Jonus Group is seeking a Client Service Manager to support a high-touch financial services team in Walnut Creek, CA. You will manage client relationships, prepare paperwork, and coordinate advisor-focused education and reporting.

The role requires solid communication, strong organizational skills, and familiarity with CRM systems to document activity and sustain client satisfaction. Enthusiasm for compliance and teamwork is essential.