Client Service Manager

The Jonus Group; Walnut Creek (CA); On-site; USD 95,000 - 125,000; Full time

Benefits offered by this job

Comprehensive benefits package

Job summary

The Jonus Group is seeking a proactive Client Service Manager in California to deliver exceptional client service for a dynamic financial services team. You will manage client relationships, support Advisors, and handle day-to-day operations in a high-touch environment.

Ideal candidates have 1–5 years of experience, hold Series 7/66 licenses (or plan to obtain), and are proficient with MS Office and CRM tools.

Qualifications

• 1-5 years of relevant experience as a Client Service Manager in financial services.
• Active Series 7 and 66 licenses required (or willingness to obtain). Series 6 or 65 is a strong plus.
• High school diploma or equivalent.
• Proficiency in MS Office (Outlook, Word, Excel).

Responsibilities

• Serve as the primary point of contact for client requests, ensuring timely and accurate responses.
• Maintain and update client and prospect accounts using CRM and other tools.
• Prepare, process, and follow up on client paperwork, including applications, agreements, and disclosures.
• Handle client transactions such as ACH/wire requests, distribution requests, and money movements.
• Utilize CRM to document and manage all client activities.
• Prepare Advisors for client and prospect meetings by scheduling appointments, drafting agendas, and creating necessary reports and presentations.
• Present prepared client reports to select retirement plan clients and follow up on open items.
• Assist in preparing Request for Proposals and scheduling employee education for retirement plans.
• Support Advisors in one-on-one employee education meetings for retirement plan clients.
• Generate and distribute quarterly client statements.
• Maintain organized client files and documentation.
• Contribute positively to team meetings and events.
• Assist with compliance-related tasks and marketing materials.
• Uphold the team’s core values of positivity, humility, and collaboration.
• Actively support team efforts, events, and functions, stepping in as needed to ensure seamless operations.
• Perform other duties and special projects as assigned.

Skills

Financial planning

Investment strategies

Communication skills

Organizational skills

Education

High school diploma or equivalent

Tools

Wealthbox

Holistiplan

Wealth.com

Nitrogen

RightCapital

JumpAI

Job description

Client Service Manager

Seeking a highly motivated and detail-oriented Client Service Manager to join a dynamic financial services team. This role is pivotal in delivering exceptional service to clients and providing comprehensive support to Advisors. The ideal candidate will take a proactive approach to managing client relationships, ensuring smooth day-to-day operations, and enhancing the overall client experience. This is an excellent opportunity for a professional who thrives in a collaborative, high-touch environment and is passionate about fostering strong client relationships.

Compensation Package

• Base Salary: $95,000 - $125,000 + bonus opportunities
• Benefits: Comprehensive benefits package

Responsibilities

• Serve as the primary point of contact for client requests, ensuring timely and accurate responses.
• Maintain and update client and prospect accounts using CRM and other tools.
• Prepare, process, and follow up on client paperwork, including applications, agreements, and disclosures.
• Handle client transactions such as ACH/wire requests, distribution requests, and money movements.
• Utilize CRM to document and manage all client activities.
• Prepare Advisors for client and prospect meetings by scheduling appointments, drafting agendas, and creating necessary reports and presentations.
• Present prepared client reports to select retirement plan clients and follow up on open items.
• Assist in preparing Request for Proposals and scheduling employee education for retirement plans.
• Support Advisors in one-on-one employee education meetings for retirement plan clients.
• Generate and distribute quarterly client statements.
• Maintain organized client files and documentation.
• Contribute positively to team meetings and events.
• Assist with compliance-related tasks and marketing materials.
• Uphold the team’s core values of positivity, humility, and collaboration.
• Actively support team efforts, events, and functions, stepping in as needed to ensure seamless operations.
• Perform other duties and special projects as assigned.

Qualifications/Requirements

• Experience: 1-5 years of relevant experience as a Client Service Manager in financial services.
• Education: High school diploma or equivalent required.
• Licenses:
• Active Series 7 and 66 licenses required (or willingness to obtain).
• Series 6 or 65 is a strong plus.
• Skills:
• Strong knowledge of financial planning and investment strategies preferred.
• Excellent verbal and written communication skills.
• Proficiency in MS Office (Outlook, Word, Excel).
• Highly organized, detail-oriented, and proactive.
• Tech Stack Experience (Preferred):
• Precise FP (data gathering)
• Wealthbox (CRM)
• Holistiplan (tax planning)
• Wealth.com (estate planning)
• Nitrogen (portfolio and risk analysis)
• RightCapital (financial planning)
• JumpAI (note-taking software)