Financial Case Manager

Kaas Settlement Consulting; Newport Beach (CA); On-site; USD 110,000 - 150,000; Full time

Job summary

Kaas Settlement Consulting in Newport Beach, California, is seeking a compassionate and proactive Settlement Planning Case Manager. This role focuses on guiding clients through the settlement planning process from engagement to implementation.

The ideal candidate excels at managing multiple cases while ensuring clients feel supported and informed throughout. Strong organizational and communication skills are essential for success in this position.

Qualifications

• Highly organized, compassionate, and proactive.
• Ability to manage multiple complex cases effectively.
• Strong communication and follow-through skills.

Responsibilities

• Guide clients through the settlement planning process.
• Ensure cases move efficiently and clients remain informed.
• Coordinate the client experience and manage critical details.

Job description

We are seeking a highly organized, compassionate, and proactive Settlement Planning Case Manager 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 that cases move efficiently, clients remain informed and supported, and important details do not fall through the cracks.

The ideal candidate enjoys helping people during important life transitions, thrives on organization and follow-through, and can manage multiple complex cases simultaneously while maintaining a high level of professionalism and empathy.

Desired Outcomes

• Clients feel informed, supported, and confident throughout the process
• Cases move efficiently from intake to implementation
• Communication is timely, professional, and proactive
• Case information, deadlines, and commitments are consistently managed with accuracy

Compensation

$110,000 - $150,000 yearly