Client Relationship Specialist - Wealth Management

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

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)