Client-Focused Settlement Planner & Case Coordinator

Buyidahorealestate; Newport Beach (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

WizeHire, Inc is seeking a Settlement Planning Case Manager who is highly organized, compassionate, and proactive to guide clients through the settlement planning process from initial engagement through implementation.

This role serves as the primary coordinator of the client experience, ensuring cases move efficiently, clients stay informed and supported, and important details do not fall through the cracks—even during life transitions.

Responsibilities

• Guide clients through the settlement planning process from initial engagement through implementation.
• Serve as the primary coordinator of the client experience to ensure cases move efficiently and clients remain informed and supported.
• Manage multiple complex cases simultaneously with professionalism and empathy.

Job description

WizeHire, Inc is seeking a Settlement Planning Case Manager who is highly organized, compassionate, and proactive to guide clients through the settlement planning process from initial engagement through implementation.

This role serves as the primary coordinator of the client experience, ensuring cases move efficiently, clients stay informed and supported, and important details do not fall through the cracks—even during life transitions.