Client Experience & Settlement Planning Lead

Kaas Settlement Consulting; Newport Beach (CA); On-site; USD 110,000 - 150,000; Full time

Job summary

Kaas Settlement Consulting in Newport Beach, California, is seeking a compassionate and proactive Settlement Planning Case Manager. This role focuses on guiding clients through the settlement planning process from engagement to implementation.

The ideal candidate excels at managing multiple cases while ensuring clients feel supported and informed throughout. Strong organizational and communication skills are essential for success in this position.

Qualifications

• Highly organized, compassionate, and proactive.
• Ability to manage multiple complex cases effectively.
• Strong communication and follow-through skills.

Responsibilities

• Guide clients through the settlement planning process.
• Ensure cases move efficiently and clients remain informed.
• Coordinate the client experience and manage critical details.

Job description

Kaas Settlement Consulting in Newport Beach, California, is seeking a compassionate and proactive Settlement Planning Case Manager. This role focuses on guiding clients through the settlement planning process from engagement to implementation.

The ideal candidate excels at managing multiple cases while ensuring clients feel supported and informed throughout. Strong organizational and communication skills are essential for success in this position.