Client Relationship Manager

Jamba Juice; Glendale (CA); Sur place; USD 70 000 - 110 000; Plein temps

Avantages offerts par ce poste

401(k) retirement plan

Medical benefits

Tuition reimbursement

Paid parking

Résumé du poste

Castlewatch Wealth seeks a qualified Client Relationship Manager in Glendale, CA, to support advisors and deliver an exceptional client experience. The role involves preparing for meetings, handling service requests, processing applications, and maintaining accurate records.

The ideal candidate is licensed, skilled with MoneyGuidePro, and eager to grow within wealth management. This is an in-office role for six months, then hybrid with potential remote days.

Qualifications

• Current and active securities licenses required – Series 7, Series 66 and CA life & health.
• Wealth management or similar client relationship experience preferred.
• Experience with MoneyGuidePro or similar financial planning software preferred.
• Familiarity with financial calculators and basic financial calculations.
• Strong attention to detail and accuracy.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities and meet deadlines.
• Professional, service-oriented approach to clients and colleagues.
• College GPA 3.5+ preferred; Bachelor’s degree preferred.

Responsabilités

• Prepare client files, reports, and materials for client meetings.
• Attend client meetings, take notes, document follow-ups.
• Enter and maintain accurate client information in firm systems.
• Assist with new account applications and client paperwork.
• Support financial planning process using MoneyGuidePro.
• Review and manage advisor inboxes to address client requests promptly.
• Communicate with clients regarding service needs and obtain advisor authorization when required.
• Coordinate follow-up tasks after client meetings and track through completion.
• Maintain accurate, compliant client records.
• Collaborate with advisors and team to provide high-level client service.
• Identify opportunities to improve processes and client experience.

Connaissances

Detail orientation

Written communication

Verbal communication

Multitasking

Professional service mindset

Strong academic performance

Formation

Bachelor’s degree

GPA 3.5+ preferred

Outils

MoneyGuidePro

Financial calculators

Description du poste

Client Relationship Manager

Castlewatch Wealth | Glendale, California

Full-Time | Hybrid Eligible After Six Months

Castlewatch Wealth is seeking a highly organized, detail-oriented Client Relationship Manager to support our advisors and deliver an exceptional experience to our clients. This individual will play an important role in preparing for client meetings, managing service requests, processing applications, and ensuring that client needs are handled accurately and efficiently.

The ideal candidate is fully licensed, comfortable working with financial planning technology, and interested in growing their career within the financial services industry.

Key Responsibilities

• Prepare client files, reports, and supporting materials for client meetings.
• Attend client meetings, take detailed notes, and document follow-up items.
• Enter and maintain accurate client information within the firm’s systems.
• Assist with new account applications and other client paperwork.
• Support the financial planning process using MoneyGuidePro.
• Review and help manage advisor inboxes to ensure client requests are addressed promptly.
• Communicate with clients regarding service needs and obtain advisor verbal authorization when required.
• Coordinate follow-up tasks after client meetings and track items through completion.
• Maintain accurate, organized, and compliant client records.
• Collaborate with advisors and other team members to provide a high level of client service.
• Identify opportunities to improve processes and enhance the overall client experience.

Why Join Castlewatch Wealth?

At Castlewatch Wealth, you will have the opportunity to build meaningful relationships with clients, work closely with experienced advisors, and expand your knowledge of financial planning and wealth management. We are committed to supporting the professional development of our employees and creating opportunities for continued growth within the practice.

Equal Employment Opportunity & Reasonable Accommodation

Castlewatch Wealth is committed to providing reasonable accommodations to qualified applicants and employees with disabilities. Applicants who require an accommodation during the application or interview process may request one.

Castlewatch Wealth is an equal opportunity employer. We are committed to providing equal employment opportunities to all qualified applicants and employees without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, pregnancy, national origin, ancestry, age, disability, medical condition, genetic information, marital status, military or veteran status, or any other characteristic protected by applicable federal, state, or local law.

Background Check

Employment with Castlewatch Wealth is contingent upon the successful completion of a background check.

Qualifications

• Current and active securities licenses required - series 7, series 66 and CA life & health.
• Previous experience in wealth management, financial services, or a similar client relationship role strongly preferred.
• Experience with MoneyGuidePro or comparable financial planning software preferred.
• Familiarity with financial calculators and the ability to understand and apply basic financial calculations.
• Strong attention to detail and commitment to accuracy.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities and follow through on time-sensitive requests.
• Professional, service-oriented approach to working with clients and colleagues.
• Strong academic performance, with a college GPA of 3.5 or higher preferred.
• Bachelor’s degree preferred.

Work Schedule

This is an in-office position for the first six months to support training, relationship-building, and integration with the team. After six months, the Client Relationship Manager may transition to a hybrid schedule that includes up to two remote workdays per week, based on performance and business needs.

Compensation and Benefits

Castlewatch Wealth offers a competitive compensation and benefits package, including:

• $33.65-$52.88 per hour; annualized $70,000-$110,000 per year. This is a non-exempt position and is eligible for overtime pay in accordance with California law.
• Compensation will depend on relevant experience, qualifications, and progress toward the CFP® designation.
• Quarterly bonus program.
• Cash fringe benefit.
• Medical and other comprehensive benefits.
• Short-term disability coverage.
• Long-term disability coverage.
• 401(k) retirement plan.
• Profit-sharing eligibility after one year of employment.
• Paid, assigned parking.
• Tuition reimbursement for approved licenses and professional designations.
• Professional development and career-growth opportunities.