Wealth Client Relations Specialist (Hybrid)

Jamba Juice; Glendale (CA); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

401(k) retirement plan

Medical benefits

Tuition reimbursement

Paid parking

Job summary

Castlewatch Wealth seeks a qualified Client Relationship Manager in Glendale, CA, to support advisors and deliver an exceptional client experience. The role involves preparing for meetings, handling service requests, processing applications, and maintaining accurate records.

The ideal candidate is licensed, skilled with MoneyGuidePro, and eager to grow within wealth management. This is an in-office role for six months, then hybrid with potential remote days.

Qualifications

• Current and active securities licenses required – Series 7, Series 66 and CA life & health.
• Wealth management or similar client relationship experience preferred.
• Experience with MoneyGuidePro or similar financial planning software preferred.
• Familiarity with financial calculators and basic financial calculations.
• Strong attention to detail and accuracy.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities and meet deadlines.
• Professional, service-oriented approach to clients and colleagues.
• College GPA 3.5+ preferred; Bachelor’s degree preferred.

Responsibilities

• Prepare client files, reports, and materials for client meetings.
• Attend client meetings, take notes, document follow-ups.
• Enter and maintain accurate client information in firm systems.
• Assist with new account applications and client paperwork.
• Support financial planning process using MoneyGuidePro.
• Review and manage advisor inboxes to address client requests promptly.
• Communicate with clients regarding service needs and obtain advisor authorization when required.
• Coordinate follow-up tasks after client meetings and track through completion.
• Maintain accurate, compliant client records.
• Collaborate with advisors and team to provide high-level client service.
• Identify opportunities to improve processes and client experience.

Skills

Detail orientation

Written communication

Verbal communication

Multitasking

Professional service mindset

Strong academic performance

Education

Bachelor’s degree

GPA 3.5+ preferred

Tools

MoneyGuidePro

Financial calculators

Job description

Castlewatch Wealth seeks a qualified Client Relationship Manager in Glendale, CA, to support advisors and deliver an exceptional client experience. The role involves preparing for meetings, handling service requests, processing applications, and maintaining accurate records.

The ideal candidate is licensed, skilled with MoneyGuidePro, and eager to grow within wealth management. This is an in-office role for six months, then hybrid with potential remote days.