Client Relationship Specialist

BML Wealth Management; Irvine (CA); On-site; USD 34,000 - 41,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

Group Life and AD&D insurance

401k with company match

PTO + birthday off

Wellness benefits

Bonus potential

Job summary

BML Wealth Management in Irvine, CA is seeking a Client Relationship Specialist to manage calendars, coordinate appointments, and reschedule as needed. You will also collect documents from prospects and provide friendly front desk support, maintaining the Redtail CRM and filing systems.

This team-oriented role requires 2+ years in an office setting, strong communication, and meticulous organization. The position offers hourly pay ($25–$30) with bonus potential, medical/dental/vision, 401(k)

Qualifications

• 2+ years in a professional office environment.
• Proficiency with Microsoft Office and CRM (Redtail).
• Excellent verbal and written communication skills.
• Strong organizational skills and attention to detail.
• Ability to multitask and prioritize time-sensitive requests.

Responsibilities

• Manage calendars including setting, rescheduling and confirming appointments.
• Follow up on cancelled appointments to reschedule and restore calendar events.
• Obtain and organize required documents from prospects before visits.
• Provide front desk support: answer phones and greet clients.
• Assist with seminars/workshops setup and cleanup.
• Maintain Redtail CRM data accuracy and office filing systems.
• Assist clients with issues and account inquiries.
• Order office supplies and track inventory.
• Back up Front Desk as needed.

Skills

Office professionalism

Communication skills

Calendar management

Team player

Time management

Sales experience

Tools

Microsoft Office

Redtail CRM

Job description

Position: Client Relationship Specialist

Firm: BML Wealth Management

Location: Irvine, CA

Overview:

BML Wealth Management is a retirement planning and wealth management firm located in Irvine, CA. We believe everyone should be able to live the retirement they've always wanted. As a trusted financial advisor in Irvine, helping clients in Orange County plan for and achieve their retirement goals is our #1 priority. Our team of professionals provides personalized financial planning services to help our clients.

We are seeking an experienced Client Relationship Specialist to join our reputable financial firm. You will oversee client scheduling, ensuring all appointments are efficiently managed and rescheduled per the firm’s standards. This team-oriented role works closely with the Front Desk and regularly provides back up support.

What You'll Do:

• Calendar management, including setting, rescheduling and confirming appointments
• Regularly follow up with cancelled appointments in accordance with BML's follow-up standards to reschedule and return appointments to the calendar
• Assist in obtaining required documents from prospects prior to their scheduled office visits, ensuring all necessary information is received and available for the advisor and team
• Serve as back up to answering the phones & greet prospects and clients in a friendly, warm manner
• Assist with the preparation and organization of seminars and workshops, including set-up and clean-up before and after events
• Maintain the firm's CRM system (Redtail) through accurate data entry and database management
• Assist clients with issues, concerns and account inquiries
• Maintain office filing system, both paper and electronic
• Order office supplies and keep track of inventory
• Back up Front Desk as needed

What We're Looking For:

• 2+ years' experience in a professional office environment
• Sales experience is a plus!
• Demonstrates proficiency and confidence working across various platforms and operating systems; Microsoft Office and CRM (Redtail)
• Collaborative team player willing to assist others
• Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
• Excellent communication skills; both verbal and written delivered with a sincere and caring attitude
• Exhibits meticulous attention to detail and a commitment to accuracy
• Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
• Self-starter who takes initiative and works well independently
• Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
• Thrive in a "time sensitive" environment and adaptable to change without affecting the quality of work

What You'll Get:

• $25.00/hour - $30.00/hour based on experience + bonus potential
• Medical, dental and vision insurance
• Group Life and AD&D insurance
• 401k with company match
• PTO + birthday off
• Wellness benefits

Schedule:

• Monday-Friday, 8:30am-5:30pm
• Some evenings required for client events