Financial Case Manager

WizeHire, Inc; Newport Beach (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

WizeHire, Inc is seeking a Settlement Planning Case Manager who is highly organized, compassionate, and proactive 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 cases move efficiently, clients stay informed and supported, and important details do not fall through the cracks—even during life transitions.

Responsibilities

• Guide clients through the settlement planning process from initial engagement through implementation.
• Serve as the primary coordinator of the client experience to ensure cases move efficiently and clients remain informed and supported.
• Manage multiple complex cases simultaneously with professionalism and empathy.

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