Client Case Manager for Financial Planning Firm - San Jose, CA (San Jose)

Join to apply for the Client Case Manager for Financial Planning Firm - San Jose, CA role at Advisor Employee Services

Advisor Employee Services provided pay range

This range is provided by Advisor Employee Services. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.

Base pay range

$80,000.00/yr - $120,000.00/yr

Responsibilities:

• Perform diverse planning and administrative functions in a financial planning firm.
• Fill out and check all new business applications and in-force paperwork for accuracy.
• Track the progress of pending business and communicate updates to agents and the office.
• Resolve issues with incorrect or incomplete submissions.
• Follow up on annuity 1035 exchanges and transfers.
• Work with insurance carriers and upline IMO offices to ensure efficient handling of business.
• Maintain accurate information in CRM, including client info, application submissions, and correspondence.
• Build strong relationships with clients and team members.
• Maintain current knowledge of all products and changes for affiliated insurance carriers.
• Contribute to reaching the firms goals and objectives.

Minimum Requirements:

• 3+ years of administrative office experience in a fast-paced environment.
• Financial Services industry experience required.
• Understanding of insurance and annuity products.
• Proficient in MS Office Suite, especially Excel.
• Desire for long-term employment.
• CRM experience, HubSpot preferred.
• Insurance company suitability experience preferred.
• Experience with financial services back-office case management preferred.
• RIA management experience with custodians (Schwab, Fidelity, Vanguard, etc.) preferred.

Skills:

• Ability to prioritize projects and manage time effectively.
• Strong follow-through and communication skills.
• Persistence to achieve quality results.
• Organizational skills, detail-oriented, proactive, resourceful.
• Reliable with a strong work ethic.
• Maturity and poise under pressure.
• Flexibility to work independently and as part of a team.

Salary & Benefits:

• Salary: $80K-$120K + Bonus
• Benefits include Medical Insurance and future stock options.

Hours:

• 8:30 am to 5:30 pm, with some evenings for client events.

Presented by Advisor Employee Services. We represent top financial advisors across the US. If you meet the qualifications, please apply today!